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Cherry Tree Wealth Management’s Target TGT Stock Holding History

Cherry Tree Wealth Management’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 		$172K Buy
1,421
+1
+0.1% +$113 0.04% 170
2025
Q4 		$139K Buy
1,420
+64
+5% +$5.9K 0.03% 193
2025
Q3 		$122K Buy
1,356
+2
+0.1% +$197 0.03% 202
2025
Q2 		$134K Sell
1,354
-162
-11% -$15.6K 0.03% 190
2025
Q1 		$158K Sell
1,516
-49
-3% -$6.12K 0.04% 172
2024
Q4 		$212K Buy
1,565
+2
+0.1% +$287 0.05% 154
2024
Q3 		$244K Buy
1,563
+1
+0.1% +$149 0.06% 152
2024
Q2 		$231K Sell
1,562
-80
-5% -$12.6K 0.06% 151
2024
Q1 		$291K Buy
1,642
+1
+0.1% +$152 0.07% 136
2023
Q4 		$234K Sell
1,641
-50
-3% -$6.1K 0.06% 140
2023
Q3 		$187K Sell
1,691
-1
-0.1% -$127 0.05% 144
2023
Q2 		$223K Buy
+1,692
New +$251K 0.07% 132

Other funds holding TGT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherry Tree Wealth Management's TGT Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Target (TGT) stake by 0.07% in Q1 2026, buying an estimated $113 and bringing the position to 1,421 shares worth $172K. The position accounts for 0.04% of the portfolio, ranked #170.

Cherry Tree Wealth Management first reported a position in TGT in Q2 2023 and has held it in 12 quarters since. The position peaked at $291K in Q1 2024. 1,853 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Cherry Tree Wealth Management held 1,421 shares of Target worth $172K as of Q1 2026.
  • Cherry Tree Wealth Management bought 1 Target share in Q1 2026, an estimated $113.
  • Target made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #170 holding.
  • Cherry Tree Wealth Management first reported a position in Target in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Target position peaked at $291K in Q1 2024.
  • 1,853 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.