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
2025 Q1	–	Sell	-11,900	Closed	-$32.1K	–	3713
2024 Q4	$32.1K	Buy	+11,900	New	+$1.71M	﹤0.01%	3296
2024 Q2	–	Sell	-6,100	Closed	-$492	–	3169
2024 Q1	$492	Buy	+6,100	New	+$928K	﹤0.01%	2905
2023 Q2	–	Sell	-6,100	Closed	-$10.8K	–	2817
2023 Q1	$10.8K	Buy	+6,100	New	+$1M	﹤0.01%	2460
2017 Q3	–	Sell	-400	Closed	-$1K	–	3537
2017 Q2	$1K	Hold	400	–	–	﹤0.01%	4499
2017 Q1	$1K	Buy	+400	New	+$24.9K	﹤0.01%	4501
2016 Q4	–	Sell	-500	Closed	-$1K	–	4829
2016 Q3	$1K	Buy	+500	New	+$35.8K	﹤0.01%	4439
2014 Q3	–	Sell	-300	Closed	-$1K	–	4152
2014 Q2	$1K	Buy	+300	New	+$17.6K	﹤0.01%	3666

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.