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Guardian Wealth Advisors (North Carolina)’s Target TGT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$283K Sell
2,333
-265
-10% -$29.9K 0.02% 292
2025
Q4 		$254K Sell
2,598
-1,140
-30% -$105K 0.02% 318
2025
Q3 		$335K Sell
3,738
-327
-8% -$32.2K 0.02% 270
2025
Q2 		$401K Hold
4,065
– – 0.03% 224
2025
Q1 		$424K Sell
4,065
-31
-0.8% -$3.87K 0.03% 204
2024
Q4 		$554K Buy
4,096
+375
+10% +$53.7K 0.04% 180
2024
Q3 		$580K Sell
3,721
-30
-0.8% -$4.47K 0.06% 148
2024
Q2 		$555K Buy
3,751
+129
+4% +$20.3K 0.06% 141
2024
Q1 		$642K Buy
3,622
+86
+2% +$13.1K 0.08% 132
2023
Q4 		$504K Sell
3,536
-1,183
-25% -$144K 0.08% 134
2023
Q3 		$522K Buy
4,719
+524
+12% +$66.5K 0.09% 119
2023
Q2 		$553K Buy
4,195
+137
+3% +$20.3K 0.09% 111
2023
Q1 		$672K Sell
4,058
-262
-6% -$43.1K 0.12% 98
2022
Q4 		$644K Buy
4,320
+501
+13% +$78.6K 0.12% 94
2022
Q3 		$567K Sell
3,819
-119
-3% -$19.1K 0.11% 95
2022
Q2 		$556K Buy
3,938
+2,506
+175% +$480K 0.1% 100
2022
Q1 		$304K Buy
+1,432
New +$310K 0.13% 119

Other funds holding TGT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TGT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Target (TGT) stake by 10% in Q1 2026, selling an estimated $29.9K and leaving 2,333 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #292.

Guardian Wealth Advisors (North Carolina) first reported a position in TGT in Q1 2022 and has held it in 17 quarters since. The position peaked at $672K in Q1 2023. 1,843 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,333 shares of Target worth $283K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 265 Target shares in Q1 2026, an estimated $29.9K.
  • Target made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #292 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Target in Q1 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Target position peaked at $672K in Q1 2023.
  • 1,843 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.