MWPCG
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Measured Wealth Private Client Group’s Target TGT Stock Holding History

Measured Wealth Private Client Group’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 		$13.1K Hold
108
– – ﹤0.01% 541
2025
Q4 		$10.6K Hold
108
– – ﹤0.01% 554
2025
Q3 		$9.69K Buy
+108
New +$10.6K ﹤0.01% 564
2022
Q2 		– Sell
-1,322
Closed -$281K – 206
2022
Q1 		$281K Buy
1,322
+43
+3% +$9.3K 0.1% 123
2021
Q4 		$296K Hold
1,279
– – 0.1% 123
2021
Q3 		$293K Sell
1,279
-1
-0.1% -$251 0.11% 122
2021
Q2 		$309K Buy
1,280
+14
+1% +$3.06K 0.1% 135
2021
Q1 		$251K Buy
+1,266
New +$237K 0.09% 133
2018
Q4 		– Sell
-1,887
Closed -$166K – 646
2018
Q3 		$166K Buy
+1,887
New +$157K 0.1% 167

Other funds holding TGT

BlackRock
BlackRock New York $5.7T 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 $127B 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