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Keudell/Morrison Wealth Management’s Target TGT Stock Holding History

Keudell/Morrison Wealth Management’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
2025
Q1 		– Sell
-1,750
Closed -$237K – 233
2024
Q4 		$237K Buy
1,750
+211
+14% +$30.2K 0.06% 186
2024
Q3 		$240K Sell
1,539
-703
-31% -$105K 0.07% 188
2024
Q2 		$332K Buy
2,242
+139
+7% +$21.9K 0.1% 149
2024
Q1 		$373K Buy
+2,103
New +$320K 0.11% 138

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keudell/Morrison Wealth Management's TGT Position: Q1 2025 in Review

Keudell/Morrison Wealth Management sold out of Target (TGT) in Q1 2025, closing a stake of 1,750 shares — an estimated $237K sold.

Keudell/Morrison Wealth Management first reported a position in TGT in Q1 2024 and held it in 4 quarters. The position peaked at $373K in Q1 2024. 1,828 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Keudell/Morrison Wealth Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,750 Target shares in Q1 2025, an estimated $237K.
  • Keudell/Morrison Wealth Management first reported a position in Target in Q1 2024 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Target position peaked at $373K in Q1 2024.
  • 1,828 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.