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Concord Wealth Partners’s Target TGT Stock Holding History

Concord 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
Q2 		$28.3K Buy
+217
New +$27.6K ﹤0.01% 441
2026
Q1 		– Sell
-219
Closed -$21.4K – 724
2025
Q4 		$21.4K Hold
219
– – ﹤0.01% 431
2025
Q3 		$19.6K Sell
219
-20
-8% -$1.97K ﹤0.01% 459
2025
Q2 		$23.6K Sell
239
-55
-19% -$5.28K ﹤0.01% 446
2025
Q1 		$30.7K Buy
294
+20
+7% +$2.5K 0.01% 384
2024
Q4 		$37K Sell
274
-85
-24% -$12.2K 0.01% 377
2024
Q3 		$56K Sell
359
-2
-0.6% -$298 0.01% 322
2024
Q2 		$53.4K Sell
361
-128
-26% -$20.1K 0.01% 304
2024
Q1 		$86.7K Buy
489
+25
+5% +$3.8K 0.02% 283
2023
Q4 		$66.1K Sell
464
-104
-18% -$12.7K 0.01% 319
2023
Q3 		$62.8K Sell
568
-77
-12% -$9.78K 0.01% 346
2023
Q2 		$85.1K Buy
645
+144
+29% +$21.4K 0.02% 294
2023
Q1 		$83K Sell
501
-332
-40% -$54.6K 0.02% 273
2022
Q4 		$124K Buy
+833
New +$131K 0.04% 219
2022
Q3 		– Sell
-794
Closed -$112K – 1046
2022
Q2 		$112K Buy
794
+24
+3% +$4.6K 0.03% 245
2022
Q1 		$163K Buy
770
+8
+1% +$1.73K 0.04% 212
2021
Q4 		$176K Buy
762
+449
+143% +$109K 0.04% 208
2021
Q3 		$72K Sell
313
-419
-57% -$105K 0.03% 169
2021
Q2 		$177K Buy
732
+78
+12% +$17.1K 0.05% 151
2021
Q1 		$130K Buy
654
+320
+96% +$59.9K 0.04% 176
2020
Q4 		$59K Buy
+334
New +$55.7K 0.05% 186

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's TGT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Target (TGT) in Q2 2026: 217 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TGT as recently as Q4 2025.

Concord Wealth Partners first reported a position in TGT in Q4 2020 and has held it in 21 quarters since. The position peaked at $177K in Q2 2021. 1,878 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Concord Wealth Partners held 217 shares of Target worth $28.3K as of Q2 2026.
  • Target was a new Concord Wealth Partners position in Q2 2026.
  • Target made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #441 holding.
  • Concord Wealth Partners first reported a position in Target in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Target position peaked at $177K in Q2 2021.
  • 1,878 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.