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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Heartwood Wealth Advisors's TGT Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Target (TGT) stake by 5.4% in Q2 2026, buying an estimated $92.7K and bringing the position to 14,266 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #70.

Heartwood Wealth Advisors first reported a position in TGT in Q3 2025 and has held it in 3 quarters since. 842 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Heartwood Wealth Advisors held 14,266 shares of Target worth $1.86M as of Q2 2026.
  • Heartwood Wealth Advisors bought 730 Target shares in Q2 2026, an estimated $92.7K.
  • Target made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Heartwood Wealth Advisors first reported a position in Target in Q3 2025 and has held it in 3 quarters since.
  • 842 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.