Creative Planning’s Target TGT Stock Holding History

Creative Planning’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	–	Sell	-50,000	Closed	-$2K	–	4198
2025 Q4	$2K	Hold	50,000	–	–	﹤0.01%	3884
2025 Q3	$63.3K	Hold	50,000	–	–	﹤0.01%	3737
2025 Q2	$196K	Hold	50,000	–	–	﹤0.01%	3230
2025 Q1	$386K	Buy	+50,000	New	+$6.25M	﹤0.01%	2535
2024 Q1	–	Sell	-10,000	Closed	-$149K	–	3003
2023 Q4	$149K	Hold	10,000	–	–	﹤0.01%	2505
2023 Q3	$50.3K	Hold	10,000	–	–	﹤0.01%	2480
2023 Q2	$145K	Buy	+10,000	New	+$1.48M	﹤0.01%	2284
2022 Q3	–	Sell	-2,000	Closed	-$13K	–	2439
2022 Q2	$13K	Buy	+2,000	New	+$383K	﹤0.01%	2178
2021 Q2	–	Sell	-900	Closed	-$28K	–	2548
2021 Q1	$28K	Buy	900 +300	+50%	+$56.1K	﹤0.01%	2412
2020 Q4	$3K	Buy	+600	New	+$100K	﹤0.01%	2290
2020 Q1	–	Sell	-5,000	Closed	-$200K	–	2073
2019 Q4	$200K	Buy	5,000 +2,000	+67%	+$235K	﹤0.01%	1640
2019 Q3	$55K	Buy	+3,000	New	+$285K	﹤0.01%	1779
2017 Q2	–	Sell	-2,100	Closed	-$8K	–	4827
2017 Q1	$8K	Buy	+2,100	New	+$131K	﹤0.01%	3739
2014 Q4	–	Sell	-6,000	Closed	-$16K	–	4342
2014 Q3	$16K	Sell	6,000 -13,700	-70%	-$830K	﹤0.01%	2677
2014 Q2	$42K	Buy	19,700 +7,700	+64%	+$453K	﹤0.01%	1989
2014 Q1	$43K	Buy	+12,000	New	+$711K	﹤0.01%	1903

Other funds holding TGT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's TGT Position: Q1 2026 in Review

Creative Planning increased its Target (TGT) stake by 15% in Q1 2026, buying an estimated $5.41M and bringing the position to 370,774 shares worth $44.9M. The position accounts for 0.03% of the portfolio, ranked #235.

Creative Planning first reported a position in TGT in Q2 2013 and has held it in 52 quarters since. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Creative Planning held 370,774 shares of Target worth $44.9M as of Q1 2026.
Creative Planning bought 47,959 Target shares in Q1 2026, an estimated $5.41M.
Target made up 0.03% of Creative Planning's portfolio in Q1 2026, its #235 holding.
Creative Planning first reported a position in Target in Q2 2013 and has held it in 52 quarters since.
1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.