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Badgley Phelps Wealth Managers’s Target TGT Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,997
Closed -$270K – 306
2024
Q4 		$270K Sell
1,997
-25
-1% -$3.58K 0.01% 266
2024
Q3 		$315K Buy
+2,022
New +$301K 0.01% 245

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's TGT Position: Q1 2025 in Review

Badgley Phelps Wealth Managers sold out of Target (TGT) in Q1 2025, closing a stake of 1,997 shares — an estimated $270K sold.

Badgley Phelps Wealth Managers first reported a position in TGT in Q3 2024 and held it in 2 quarters. The position peaked at $315K in Q3 2024. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Badgley Phelps Wealth Managers reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 1,997 Target shares in Q1 2025, an estimated $270K.
  • Badgley Phelps Wealth Managers first reported a position in Target in Q3 2024 and held it in 2 quarters.
  • Badgley Phelps Wealth Managers's Target position peaked at $315K in Q3 2024.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2025, filed 30 Apr 2025.