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Marion Wealth Management’s Targa Resources TRGP Stock Holding History

Marion Wealth Management’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,345
Closed -$258K – 154
2025
Q4 		$258K Buy
1,345
+149
+12% +$25.1K 0.06% 123
2025
Q3 		$200K Buy
1,196
+31
+3% +$5.16K 0.05% 135
2025
Q2 		$203K Buy
1,165
+112
+11% +$18.8K 0.05% 129
2025
Q1 		$211K Buy
+1,053
New +$209K 0.06% 124

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marion Wealth Management's TRGP Position: Q1 2026 in Review

Marion Wealth Management sold out of Targa Resources (TRGP) in Q1 2026, closing a stake of 1,345 shares — an estimated $258K sold.

Marion Wealth Management first reported a position in TRGP in Q1 2025 and held it in 4 quarters. The position peaked at $258K in Q4 2025. 1,036 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Marion Wealth Management reported no remaining Targa Resources position as of Q1 2026 after selling out during the quarter.
  • Marion Wealth Management sold 1,345 Targa Resources shares in Q1 2026, an estimated $258K.
  • Marion Wealth Management first reported a position in Targa Resources in Q1 2025 and held it in 4 quarters.
  • Marion Wealth Management's Targa Resources position peaked at $258K in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Marion Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.