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Copia Wealth Management’s Target TGT Stock Holding History

Copia 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 		– Hold
0
– – – 522
2025
Q4 		– Sell
-71
Closed -$6.37K – 533
2025
Q3 		$6.37K Buy
+71
New +$6.99K ﹤0.01% 344
2025
Q1 		– Sell
-3
Closed -$406 – 475
2024
Q4 		$406 Buy
+3
New +$430 ﹤0.01% 401

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Copia Wealth Management's TGT Position: Q1 2026 in Review

Copia Wealth Management held its Target (TGT) position steady in Q1 2026 at 0 shares worth $48. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Copia Wealth Management first reported a position in TGT in Q4 2024 and has held it in 2 quarters since. The position peaked at $6.37K in Q3 2025. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Copia Wealth Management held 0 shares of Target worth $48 as of Q1 2026.
  • Copia Wealth Management left its Target share count unchanged in Q1 2026.
  • Target made up ﹤0.01% of Copia Wealth Management's portfolio in Q1 2026, its #522 holding.
  • Copia Wealth Management first reported a position in Target in Q4 2024 and has held it in 2 quarters since.
  • Copia Wealth Management's Target position peaked at $6.37K in Q3 2025.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.