MWM
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Modern Wealth Management’s Target TGT Stock Holding History

Modern 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 		$686K Buy
5,692
+582
+11% +$65.6K 0.01% 502
2025
Q4 		$500K Sell
5,110
-243
-5% -$22.4K 0.01% 538
2025
Q3 		$480K Buy
5,353
+188
+4% +$18.5K 0.01% 517
2025
Q2 		$510K Buy
5,165
+231
+5% +$22.2K 0.01% 477
2025
Q1 		$515K Sell
4,934
-11,278
-70% -$1.41M 0.02% 416
2024
Q4 		$2.19M Buy
16,212
+1,585
+11% +$227K 0.08% 168
2024
Q3 		$2.28M Buy
14,627
+1,207
+9% +$180K 0.14% 99
2024
Q2 		$1.99M Buy
13,420
+246
+2% +$38.7K 0.15% 87
2024
Q1 		$2.33M Buy
+13,174
New +$2M 0.22% 64

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

Modern Wealth Management's TGT Position: Q1 2026 in Review

Modern Wealth Management increased its Target (TGT) stake by 11% in Q1 2026, buying an estimated $65.6K and bringing the position to 5,692 shares worth $686K. The position accounts for 0.01% of the portfolio, ranked #502.

Modern Wealth Management first reported a position in TGT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q1 2024. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Modern Wealth Management held 5,692 shares of Target worth $686K as of Q1 2026.
  • Modern Wealth Management bought 582 Target shares in Q1 2026, an estimated $65.6K.
  • Target made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Modern Wealth Management first reported a position in Target in Q1 2024 and has held it in 9 quarters since.
  • Modern Wealth Management's Target position peaked at $2.33M in Q1 2024.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.