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Marks Group Wealth Management’s Target TGT Stock Holding History

Marks Group 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
2026
Q1 		$934K Buy
7,707
+1,552
+25% +$175K 0.09% 198
2025
Q4 		$602K Buy
6,155
+303
+5% +$27.9K 0.06% 230
2025
Q3 		$525K Sell
5,852
-10,420
-64% -$1.03M 0.05% 220
2025
Q2 		$1.61M Sell
16,272
-1,433
-8% -$138K 0.15% 138
2025
Q1 		$1.85M Buy
17,705
+533
+3% +$66.6K 0.18% 127
2024
Q4 		$2.32M Sell
17,172
-10
-0.1% -$1.43K 0.23% 107
2024
Q3 		$2.68M Buy
17,182
+9
+0.1% +$1.34K 0.26% 103
2024
Q2 		$2.54M Sell
17,173
-250
-1% -$39.3K 0.27% 100
2024
Q1 		$3.09M Sell
17,423
-1,366
-7% -$208K 0.32% 92
2023
Q4 		$2.68M Sell
18,789
-958
-5% -$117K 0.31% 98
2023
Q3 		$2.18M Buy
19,747
+13,459
+214% +$1.71M 0.27% 110
2023
Q2 		$829K Sell
6,288
-838
-12% -$124K 0.1% 176
2023
Q1 		$1.18M Buy
7,126
+635
+10% +$104K 0.15% 150
2022
Q4 		$967K Sell
6,491
-28,586
-81% -$4.48M 0.13% 160
2022
Q3 		$5.21M Buy
35,077
+1,838
+6% +$294K 0.79% 53
2022
Q2 		$4.69M Buy
33,239
+800
+2% +$153K 0.68% 68
2022
Q1 		$6.88M Buy
32,439
+3,495
+12% +$756K 0.87% 32
2021
Q4 		$6.7M Buy
28,944
+2,144
+8% +$521K 0.82% 34
2021
Q3 		$6.13M Buy
26,800
+118
+0.4% +$29.6K 0.83% 37
2021
Q2 		$6.45M Sell
26,682
-3,912
-13% -$856K 0.89% 16
2021
Q1 		$6.09M Buy
+30,594
New +$5.73M 0.9% 23

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

Marks Group Wealth Management's TGT Position: Q1 2026 in Review

Marks Group Wealth Management increased its Target (TGT) stake by 25% in Q1 2026, buying an estimated $175K and bringing the position to 7,707 shares worth $934K. The position accounts for 0.09% of the portfolio, ranked #198.

Marks Group Wealth Management first reported a position in TGT in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.88M in Q1 2022. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Marks Group Wealth Management held 7,707 shares of Target worth $934K as of Q1 2026.
  • Marks Group Wealth Management bought 1,552 Target shares in Q1 2026, an estimated $175K.
  • Target made up 0.09% of Marks Group Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Marks Group Wealth Management first reported a position in Target in Q1 2021 and has held it in 21 quarters since.
  • Marks Group Wealth Management's Target position peaked at $6.88M in Q1 2022.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.