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Litman Gregory Wealth Management’s Target TGT Stock Holding History

Litman Gregory 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
Q4 		$3.23K Buy
+33
New +$3.04K ﹤0.01% 294
2020
Q4 		– Sell
-39
Closed -$6K – 218
2020
Q3 		$6K Buy
+39
New +$5.35K ﹤0.01% 174
2020
Q1 		– Sell
-53
Closed -$7K – 206
2019
Q4 		$7K Buy
+53
New +$6.22K ﹤0.01% 160

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Litman Gregory Wealth Management's TGT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Target (TGT) in Q4 2025: 33 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in TGT as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in TGT in Q4 2019 and has held it in 3 quarters since. The position peaked at $7K in Q4 2019. 1,741 funds tracked by Wall St. Rank hold TGT as of Q4 2025.

  • Litman Gregory Wealth Management held 33 shares of Target worth $3.23K as of Q4 2025.
  • Target was a new Litman Gregory Wealth Management position in Q4 2025.
  • Target made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #294 holding.
  • Litman Gregory Wealth Management first reported a position in Target in Q4 2019 and has held it in 3 quarters since.
  • Litman Gregory Wealth Management's Target position peaked at $7K in Q4 2019.
  • 1,741 funds tracked by Wall St. Rank held Target as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.