Balboa Wealth Partners’s Target TGT Stock Holding History

Balboa Wealth Partners’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
2026 Q1	$567K	Buy	4,676 +489	+12%	+$55.1K	0.1%	181
2025 Q4	$409K	Buy	4,187 +171	+4%	+$15.8K	0.07%	228
2025 Q3	$360K	Buy	4,016 +237	+6%	+$23.3K	0.06%	237
2025 Q2	$373K	Buy	3,779 +729	+24%	+$70K	0.07%	204
2025 Q1	$318K	Sell	3,050 -15,778	-84%	-$1.97M	0.08%	186
2024 Q4	$2.55M	Buy	18,828 +16,989	+924%	+$2.43M	0.58%	29
2024 Q3	$287K	Buy	+1,839	New	+$274K	0.07%	193
2024 Q2	–	Sell	-1,241	Closed	-$220K	–	340
2024 Q1	$220K	Buy	+1,241	New	+$189K	0.06%	213
2023 Q2	–	Sell	-2,172	Closed	-$360K	–	341
2023 Q1	$360K	Sell	2,172 -467	-18%	-$76.8K	0.14%	141
2022 Q4	$393K	Buy	2,639 +666	+34%	+$104K	0.18%	128
2022 Q3	$293K	Buy	+1,973	New	+$316K	0.13%	140

Other funds holding TGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balboa Wealth Partners's TGT Position: Q1 2026 in Review

Balboa Wealth Partners increased its Target (TGT) stake by 12% in Q1 2026, buying an estimated $55.1K and bringing the position to 4,676 shares worth $567K. The position accounts for 0.1% of the portfolio, ranked #181.

Balboa Wealth Partners first reported a position in TGT in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.55M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Balboa Wealth Partners held 4,676 shares of Target worth $567K as of Q1 2026.
Balboa Wealth Partners bought 489 Target shares in Q1 2026, an estimated $55.1K.
Target made up 0.1% of Balboa Wealth Partners's portfolio in Q1 2026, its #181 holding.
Balboa Wealth Partners first reported a position in Target in Q3 2022 and has held it in 11 quarters since.
Balboa Wealth Partners's Target position peaked at $2.55M in Q4 2024.
1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.