Estate Planners Group’s Target TGT Stock Holding History

Estate Planners Group’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	-10	Closed	-$978	–	374
2025 Q4	$978	Buy	+10	New	+$922	﹤0.01%	421

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

Estate Planners Group's TGT Position: Q1 2026 in Review

Estate Planners Group sold out of Target (TGT) in Q1 2026, closing a stake of 10 shares — an estimated $978 sold.

Estate Planners Group first reported a position in TGT in Q4 2025 and held it in 1 quarter. The position peaked at $978 in Q4 2025. 1,843 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

Estate Planners Group reported no remaining Target position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 10 Target shares in Q1 2026, an estimated $978.
Estate Planners Group first reported a position in Target in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Target position peaked at $978 in Q4 2025.
1,843 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.