KWS
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Keystone Wealth Services’s Target TGT Stock Holding History

Keystone Wealth Services’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
Q3 		– Sell
-2,818
Closed -$278K – 309
2025
Q2 		$278K Sell
2,818
-111
-4% -$10.7K 0.07% 238
2025
Q1 		$306K Buy
2,929
+219
+8% +$27.4K 0.08% 204
2024
Q4 		$366K Sell
2,710
-287
-10% -$41.1K 0.1% 182
2024
Q3 		$467K Buy
2,997
+7
+0.2% +$1.04K 0.13% 150
2024
Q2 		$443K Buy
2,990
+15
+0.5% +$2.36K 0.14% 139
2024
Q1 		$527K Sell
2,975
-90
-3% -$13.7K 0.17% 122
2023
Q4 		$437K Sell
3,065
-700
-19% -$85.5K 0.15% 133
2023
Q3 		$416K Sell
3,765
-239
-6% -$30.3K 0.16% 130
2023
Q2 		$528K Sell
4,004
-599
-13% -$88.9K 0.2% 112
2023
Q1 		$762K Sell
4,603
-189
-4% -$31.1K 0.31% 78
2022
Q4 		$714K Buy
4,792
+32
+0.7% +$5.02K 0.31% 72
2022
Q3 		$706K Buy
4,760
+31
+0.7% +$4.96K 0.33% 62
2022
Q2 		$668K Buy
4,729
+201
+4% +$38.5K 0.3% 72
2022
Q1 		$961K Sell
4,528
-151
-3% -$32.7K 0.38% 60
2021
Q4 		$1.08M Buy
+4,679
New +$1.14M 0.44% 58

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Wealth Services's TGT Position: Q3 2025 in Review

Keystone Wealth Services sold out of Target (TGT) in Q3 2025, closing a stake of 2,818 shares — an estimated $278K sold.

Keystone Wealth Services first reported a position in TGT in Q4 2021 and held it in 15 quarters. The position peaked at $1.08M in Q4 2021. 1,645 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

  • Keystone Wealth Services reported no remaining Target position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 2,818 Target shares in Q3 2025, an estimated $278K.
  • Keystone Wealth Services first reported a position in Target in Q4 2021 and held it in 15 quarters.
  • Keystone Wealth Services's Target position peaked at $1.08M in Q4 2021.
  • 1,645 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.