GoalVest Advisory’s Target TGT Stock Holding History

GoalVest Advisory’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	$2.35K	Buy	+18	New	+$2.29K	﹤0.01%	444
2025 Q2	–	Sell	-2	Closed	-$209	–	514
2025 Q1	$209	Buy	+2	New	+$250	﹤0.01%	445
2023 Q3	–	Sell	-99	Closed	-$13.1K	–	483
2023 Q2	$13.1K	Buy	+99	New	+$14.7K	0.01%	232

Other funds holding TGT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GoalVest Advisory's TGT Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Target (TGT) in Q2 2026: 18 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TGT as recently as Q1 2025.

GoalVest Advisory first reported a position in TGT in Q2 2023 and has held it in 3 quarters since. The position peaked at $13.1K in Q2 2023. 307 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

GoalVest Advisory held 18 shares of Target worth $2.35K as of Q2 2026.
Target was a new GoalVest Advisory position in Q2 2026.
Target made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #444 holding.
GoalVest Advisory first reported a position in Target in Q2 2023 and has held it in 3 quarters since.
GoalVest Advisory's Target position peaked at $13.1K in Q2 2023.
307 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.