Congress Wealth Management’s Target TGT Stock Holding History

Congress 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
2025 Q2	$2.73M	Buy	27,682 +19,447	+236%	+$1.87M	0.03%	506
2025 Q1	$862K	Buy	8,235 +5,740	+230%	+$717K	0.01%	669
2024 Q4	$337K	Buy	+2,495	New	+$358K	﹤0.01%	740
2024 Q2	–	Sell	-1,171	Closed	-$208K	–	741
2024 Q1	$208K	Buy	+1,171	New	+$178K	﹤0.01%	569
2023 Q2	–	Sell	-3,255	Closed	-$539K	–	575
2023 Q1	$539K	Buy	3,255 +147	+5%	+$24.2K	0.01%	410
2022 Q4	$463K	Sell	3,108 -97	-3%	-$15.2K	0.01%	416
2022 Q3	$475K	Sell	3,205 -500	-13%	-$80.1K	0.01%	413
2022 Q2	$523K	Buy	3,705 +1,785	+93%	+$342K	0.01%	400
2022 Q1	$408K	Sell	1,920 -436	-19%	-$94.3K	0.01%	470
2021 Q4	$546K	Buy	+2,356	New	+$573K	0.01%	455

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's TGT Position: Q2 2025 in Review

Congress Wealth Management increased its Target (TGT) stake by 236% in Q2 2025, buying an estimated $1.87M and bringing the position to 27,682 shares worth $2.73M. The position accounts for 0.03% of the portfolio, ranked #506.

Congress Wealth Management first reported a position in TGT in Q4 2021 and has held it in 10 quarters since. 1,754 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

Congress Wealth Management held 27,682 shares of Target worth $2.73M as of Q2 2025.
Congress Wealth Management bought 19,447 Target shares in Q2 2025, an estimated $1.87M.
Target made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #506 holding.
Congress Wealth Management first reported a position in Target in Q4 2021 and has held it in 10 quarters since.
1,754 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.