EP Wealth Advisors’s Target TGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Sell |
12,686
-2,787
| -18% | -$314K | 0.01% | 541 |
|
|
2025
Q4 | $1.51M | Buy |
+15,473
| New | +$1.43M | 0.01% | 510 |
|
|
2025
Q2 | $1.55M | Sell |
15,664
-1,162
| -7% | -$112K | 0.01% | 466 |
|
|
2025
Q1 | $1.76M | Buy |
16,826
+501
| +3% | +$62.6K | 0.01% | 390 |
|
|
2024
Q4 | $2.21M | Sell |
16,325
-2,481
| -13% | -$356K | 0.02% | 340 |
|
|
2024
Q3 | $2.93M | Buy |
18,806
+4,754
| +34% | +$708K | 0.03% | 292 |
|
|
2024
Q2 | $2.08M | Buy |
14,052
+4,944
| +54% | +$778K | 0.02% | 274 |
|
|
2024
Q1 | $1.61M | Buy |
9,108
+750
| +9% | +$114K | 0.02% | 298 |
|
|
2023
Q4 | $1.19M | Buy |
8,358
+451
| +6% | +$55.1K | 0.02% | 341 |
|
|
2023
Q3 | $874K | Buy |
7,907
+3,105
| +65% | +$394K | 0.01% | 359 |
|
|
2023
Q2 | $1.02M | Buy |
4,802
+405
| +9% | +$60.1K | 0.01% | 335 |
|
|
2023
Q1 | $222K | Sell |
4,397
-17,351
| -80% | -$2.85M | ﹤0.01% | 554 |
|
|
2022
Q4 | $3.24M | Sell |
21,748
-9,132
| -30% | -$1.43M | 0.06% | 167 |
|
|
2022
Q3 | $4.58M | Buy |
30,880
+19,611
| +174% | +$3.14M | 0.1% | 118 |
|
|
2022
Q2 | $1.59M | Buy |
11,269
+159
| +1% | +$30.5K | 0.04% | 214 |
|
|
2022
Q1 | $2.36M | Sell |
11,110
-586
| -5% | -$127K | 0.05% | 188 |
|
|
2021
Q4 | $2.71M | Sell |
11,696
-328
| -3% | -$79.8K | 0.06% | 157 |
|
|
2021
Q3 | $2.75M | Sell |
12,024
-39,701
| -77% | -$9.95M | 0.08% | 138 |
|
|
2021
Q2 | $12.5M | Buy |
51,725
+753
| +1% | +$165K | 0.35% | 59 |
|
|
2021
Q1 | $10.1M | Sell |
50,972
-564
| -1% | -$106K | 0.32% | 63 |
|
|
2020
Q4 | $9.1M | Buy |
51,536
+1,318
| +3% | +$220K | 0.32% | 57 |
|
|
2020
Q3 | $7.91M | Sell |
50,218
-69
| -0.1% | -$9.47K | 0.34% | 53 |
|
|
2020
Q2 | $6.03M | Buy |
50,287
+160
| +0.3% | +$18.3K | 0.26% | 65 |
|
|
2020
Q1 | $4.66M | Sell |
50,127
-3,054
| -6% | -$339K | 0.23% | 73 |
|
|
2019
Q4 | $6.82M | Buy |
53,181
+6,914
| +15% | +$811K | 0.28% | 70 |
|
|
2019
Q3 | $4.95M | Buy |
+46,267
| New | +$4.4M | 0.25% | 70 |
|
|
2019
Q2 | – | Sell |
-48,902
| Closed | -$3.92M | – | 344 |
|
|
2019
Q1 | $3.92M | Sell |
48,902
-7,148
| -13% | -$522K | 0.38% | 49 |
|
|
2018
Q4 | $3.7M | Buy |
56,050
+41,967
| +298% | +$3.23M | 0.29% | 58 |
|
|
2018
Q3 | $1.24M | Buy |
+14,083
| New | +$1.17M | 0.1% | 106 |
|
|
2014
Q1 | – | Sell |
-149,839
| Closed | -$9.48M | – | 136 |
|
|
2013
Q4 | $9.48M | Buy |
149,839
+4,343
| +3% | +$278K | 2.46% | 18 |
|
|
2013
Q3 | $9.31M | Buy |
145,496
+9,306
| +7% | +$634K | 2.92% | 14 |
|
|
2013
Q2 | $9.38M | Buy |
+136,190
| New | +$9.47M | 3.38% | 10 |
|
Other funds holding TGT
VCM
VPM
EP Wealth Advisors's TGT Position: Q1 2026 in Review
EP Wealth Advisors reduced its Target (TGT) stake by 18% in Q1 2026, selling an estimated $314K and leaving 12,686 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #541.
EP Wealth Advisors first reported a position in TGT in Q2 2013 and has held it in 32 quarters since. The position peaked at $12.5M in Q2 2021. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.
- EP Wealth Advisors held 12,686 shares of Target worth $1.54M as of Q1 2026.
- EP Wealth Advisors sold 2,787 Target shares in Q1 2026, an estimated $314K.
- Target made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #541 holding.
- EP Wealth Advisors first reported a position in Target in Q2 2013 and has held it in 32 quarters since.
- EP Wealth Advisors's Target position peaked at $12.5M in Q2 2021.
- 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.