CF
TGT icon

Copperwynd Financial’s Target TGT Stock Holding History

Copperwynd Financial’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 		$623K Buy
6,317
+531
+9% +$51K 0.16% 105
2025
Q1 		$604K Buy
5,786
+1,946
+51% +$243K 0.17% 107
2024
Q4 		$519K Sell
3,840
-1,359
-26% -$195K 0.14% 100
2024
Q3 		$810K Buy
5,199
+362
+7% +$53.9K 0.24% 82
2024
Q2 		$727K Buy
4,837
+398
+9% +$62.6K 0.24% 86
2024
Q1 		$787K Sell
4,439
-1,591
-26% -$242K 0.28% 61
2023
Q4 		$859K Buy
6,030
+343
+6% +$41.9K 0.34% 46
2023
Q3 		$629K Buy
5,687
+155
+3% +$19.7K 0.3% 63
2023
Q2 		$730K Buy
5,532
+189
+4% +$28K 0.34% 63
2023
Q1 		$885K Buy
5,343
+468
+10% +$76.9K 0.45% 47
2022
Q4 		$727K Buy
4,875
+292
+6% +$45.8K 0.41% 55
2022
Q3 		$680K Buy
4,583
+55
+1% +$8.81K 0.39% 50
2022
Q2 		$640K Buy
4,528
+261
+6% +$50K 0.38% 58
2022
Q1 		$906K Buy
4,267
+391
+10% +$84.6K 0.38% 43
2021
Q4 		$897K Sell
3,876
-501
-11% -$122K 0.34% 45
2021
Q3 		$1M Sell
4,377
-22,988
-84% -$5.76M 0.41% 38
2021
Q2 		$6.62M Buy
27,365
+23,489
+606% +$5.14M 2.81% 10
2021
Q1 		$768K Sell
3,876
-399
-9% -$74.7K 0.35% 37
2020
Q4 		$755K Sell
4,275
-301
-7% -$50.2K 0.36% 41
2020
Q3 		$720K Sell
4,576
-179
-4% -$24.6K 0.38% 37
2020
Q2 		$570K Sell
4,755
-954
-17% -$109K 0.33% 40
2020
Q1 		$531K Sell
5,709
-50,130
-90% -$5.57M 0.25% 26
2019
Q4 		$7.16M Buy
55,839
+48,897
+704% +$5.74M 3.79% 6
2019
Q3 		$768K Buy
6,942
+379
+6% +$36.1K 0.44% 35
2019
Q2 		$568K Buy
6,563
+126
+2% +$10.2K 0.33% 42
2019
Q1 		$517K Buy
6,437
+218
+4% +$15.9K 0.31% 48
2018
Q4 		$411K Sell
6,219
-218
-3% -$16.8K 0.25% 43
2018
Q3 		$568K Buy
6,437
+74
+1% +$6.15K 0.34% 42
2018
Q2 		$484K Buy
6,363
+23
+0.4% +$1.69K 0.34% 38
2018
Q1 		$440K Buy
6,340
+507
+9% +$36.9K 0.3% 46
2017
Q4 		$381K Buy
+5,833
New +$352K 0.28% 62

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
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
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

Copperwynd Financial's TGT Position: Q2 2025 in Review

Copperwynd Financial increased its Target (TGT) stake by 9.2% in Q2 2025, buying an estimated $51K and bringing the position to 6,317 shares worth $623K. The position accounts for 0.16% of the portfolio, ranked #105.

Copperwynd Financial first reported a position in TGT in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.16M in Q4 2019. 1,752 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

  • Copperwynd Financial held 6,317 shares of Target worth $623K as of Q2 2025.
  • Copperwynd Financial bought 531 Target shares in Q2 2025, an estimated $51K.
  • Target made up 0.16% of Copperwynd Financial's portfolio in Q2 2025, its #105 holding.
  • Copperwynd Financial first reported a position in Target in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Target position peaked at $7.16M in Q4 2019.
  • 1,752 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.