HWA
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Heartwood Wealth Advisors’s Target TGT Stock Holding History

Heartwood Wealth Advisors’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
Q3 		$2.24M Buy
14,313
+47
+0.3% +$7.07K 0.18% 63
2026
Q2 		$1.86M Buy
14,266
+730
+5% +$92.7K 0.14% 70
2026
Q1 		$1.64M Buy
+13,536
New +$1.53M 0.14% 72
2025
Q4 		– Sell
-300
Closed -$26.9K – 550
2025
Q3 		$26.9K Buy
+300
New +$29.5K ﹤0.01% 344

Other funds holding TGT

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Heartwood Wealth Advisors's TGT Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Target (TGT) stake by 0.33% in Q3 2026, buying an estimated $7.07K and bringing the position to 14,313 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #63.

Heartwood Wealth Advisors first reported a position in TGT in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold TGT as of Q3 2026.

  • Heartwood Wealth Advisors held 14,313 shares of Target worth $2.24M as of Q3 2026.
  • Heartwood Wealth Advisors bought 47 Target shares in Q3 2026, an estimated $7.07K.
  • Target made up 0.18% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Heartwood Wealth Advisors first reported a position in Target in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Target as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.