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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return