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Diversify Wealth Management’s Target TGT Stock Holding History

Diversify 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
Q2 		$606K Buy
4,321
+397
+10% +$50.4K 0.01% 808
2026
Q1 		$502K Buy
+3,924
New +$442K 0.01% 816

Other funds holding TGT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Diversify Wealth Management's TGT Position: Q2 2026 in Review

Diversify Wealth Management increased its Target (TGT) stake by 10% in Q2 2026, buying an estimated $50.4K and bringing the position to 4,321 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #808.

Diversify Wealth Management first reported a position in TGT in Q1 2026 and has held it in 2 quarters since. 1,897 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Diversify Wealth Management held 4,321 shares of Target worth $606K as of Q2 2026.
  • Diversify Wealth Management bought 397 Target shares in Q2 2026, an estimated $50.4K.
  • Target made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #808 holding.
  • Diversify Wealth Management first reported a position in Target in Q1 2026 and has held it in 2 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.