Essential Planning’s Target TGT Stock Holding History

Essential 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	-10,868	Closed	-$1.56M	–	272
2024 Q4	$1.56M	Buy	+10,868	New	+$1.56M	0.01%	210

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Essential Planning's TGT Position: Q1 2025 in Review

Essential Planning sold out of Target (TGT) in Q1 2025, closing a stake of 10,868 shares — an estimated $1.56M sold.

Essential Planning first reported a position in TGT in Q4 2024 and held it in 1 quarter. The position peaked at $1.56M in Q4 2024. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

Essential Planning reported no remaining Target position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 10,868 Target shares in Q1 2025, an estimated $1.56M.
Essential Planning first reported a position in Target in Q4 2024 and held it in 1 quarter.
Essential Planning's Target position peaked at $1.56M in Q4 2024.
1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.