HWA
TGT icon

Heritage Wealth Advisors’s Target TGT Stock Holding History

Heritage 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
Q1 		$16.4K Sell
135
-1,525
-92% -$172K ﹤0.01% 465
2025
Q4 		$162K Sell
1,660
-360
-18% -$33.2K 0.01% 236
2025
Q3 		$181K Hold
2,020
– – 0.01% 209
2025
Q2 		$199K Sell
2,020
-1,052
-34% -$101K 0.01% 207
2025
Q1 		$321K Sell
3,072
-44
-1% -$5.5K 0.02% 162
2024
Q4 		$421K Sell
3,116
-361
-10% -$51.7K 0.02% 146
2024
Q3 		$542K Buy
3,477
+252
+8% +$37.5K 0.03% 139
2024
Q2 		$477K Sell
3,225
-220
-6% -$34.6K 0.02% 140
2024
Q1 		$610K Hold
3,445
– – 0.03% 131
2023
Q4 		$491K Hold
3,445
– – 0.02% 144
2023
Q3 		$381K Buy
3,445
+672
+24% +$85.3K 0.02% 148
2023
Q2 		$366K Sell
2,773
-17
-0.6% -$2.52K 0.02% 152
2023
Q1 		$462K Buy
2,790
+17
+0.6% +$2.79K 0.03% 137
2022
Q4 		$413K Hold
2,773
– – 0.02% 146
2022
Q3 		$411K Hold
2,773
– – 0.03% 135
2022
Q2 		$392K Buy
2,773
+550
+25% +$105K 0.03% 141
2022
Q1 		$472K Hold
2,223
– – 0.03% 133
2021
Q4 		$514K Hold
2,223
– – 0.03% 135
2021
Q3 		$509K Hold
2,223
– – 0.03% 135
2021
Q2 		$537K Sell
2,223
-125
-5% -$27.4K 0.03% 136
2021
Q1 		$465K Sell
2,348
-1,969
-46% -$369K 0.03% 143
2020
Q4 		$762K Buy
4,317
+3,019
+233% +$504K 0.05% 104
2020
Q3 		$204K Hold
1,298
– – 0.03% 147
2020
Q2 		$156K Hold
1,298
– – 0.02% 160
2020
Q1 		$121K Sell
1,298
-150
-10% -$16.7K 0.02% 174
2019
Q4 		$186K Buy
1,448
+150
+12% +$17.6K 0.02% 173
2019
Q3 		$138K Buy
1,298
+690
+113% +$65.6K 0.02% 190
2019
Q2 		$52.7K Hold
608
– – 0.01% 252
2019
Q1 		$48.8K Hold
608
– – 0.01% 232
2018
Q4 		$40K Hold
608
– – 0.01% 205
2018
Q3 		$53K Buy
+608
New +$50.6K 0.01% 196

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

Heritage Wealth Advisors's TGT Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Target (TGT) stake by 92% in Q1 2026, selling an estimated $172K and leaving 135 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Heritage Wealth Advisors first reported a position in TGT in Q3 2018 and has held it in 31 quarters since. The position peaked at $762K in Q4 2020. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Heritage Wealth Advisors held 135 shares of Target worth $16.4K as of Q1 2026.
  • Heritage Wealth Advisors sold 1,525 Target shares in Q1 2026, an estimated $172K.
  • Target made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #465 holding.
  • Heritage Wealth Advisors first reported a position in Target in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Target position peaked at $762K in Q4 2020.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.