MWM
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Mindset Wealth Management’s Target TGT Stock Holding History

Mindset 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
Q1 		– Sell
-2,866
Closed -$387K – 158
2024
Q4 		$387K Buy
2,866
+69
+2% +$9.89K 0.14% 80
2024
Q3 		$436K Buy
+2,797
New +$417K 0.18% 67

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mindset Wealth Management's TGT Position: Q1 2025 in Review

Mindset Wealth Management sold out of Target (TGT) in Q1 2025, closing a stake of 2,866 shares — an estimated $387K sold.

Mindset Wealth Management first reported a position in TGT in Q3 2024 and held it in 2 quarters. The position peaked at $436K in Q3 2024. 1,825 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Mindset Wealth Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 2,866 Target shares in Q1 2025, an estimated $387K.
  • Mindset Wealth Management first reported a position in Target in Q3 2024 and held it in 2 quarters.
  • Mindset Wealth Management's Target position peaked at $436K in Q3 2024.
  • 1,825 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Mindset Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.