Moser Wealth Advisors’s Target TGT Stock Holding History

Moser Wealth Advisors’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 Q2	$493	Hold	5	–	–	﹤0.01%	196
2025 Q1	$522	Buy	+5	New	+$625	﹤0.01%	159
2024 Q4	–	Sell	-3,202	Closed	-$499K	–	142
2024 Q3	$499K	Sell	3,202 -175	-5%	-$26.1K	0.26%	62
2024 Q2	$500K	Sell	3,377 -1,259	-27%	-$198K	0.27%	59
2024 Q1	$822K	Sell	4,636 -437	-9%	-$66.5K	0.46%	43
2023 Q4	$722K	Sell	5,073 -550	-10%	-$67.1K	0.46%	44
2023 Q3	$622K	Sell	5,623 -90	-2%	-$11.4K	0.44%	48
2023 Q2	$754K	Buy	+5,713	New	+$848K	0.51%	46
2022 Q4	$885K	Sell	5,937 -200	-3%	-$31.4K	0.67%	38
2022 Q3	$911K	Hold	6,137	–	–	0.71%	38
2022 Q2	$867K	Buy	6,137 +974	+19%	+$187K	0.64%	39
2022 Q1	$1.1M	Buy	5,163 +3,570	+224%	+$772K	0.69%	38
2021 Q4	$369K	Buy	1,593 +843	+112%	+$205K	0.22%	62
2021 Q3	$172K	Hold	750	–	–	0.11%	71
2021 Q2	$181K	Hold	750	–	–	0.12%	71
2021 Q1	$149K	Hold	750	–	–	0.1%	73
2020 Q4	$132K	Sell	750 -250	-25%	-$41.7K	0.1%	70
2020 Q3	$157K	Hold	1,000	–	–	0.12%	62
2020 Q2	$120K	Hold	1,000	–	–	0.11%	57
2020 Q1	$93K	Hold	1,000	–	–	0.11%	58
2019 Q4	$128K	Buy	+1,000	New	+$117K	0.12%	61

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Moser Wealth Advisors's TGT Position: Q2 2025 in Review

Moser Wealth Advisors held its Target (TGT) position steady in Q2 2025 at 5 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Moser Wealth Advisors first reported a position in TGT in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.1M in Q1 2022. 1,751 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

Moser Wealth Advisors held 5 shares of Target worth $493 as of Q2 2025.
Moser Wealth Advisors left its Target share count unchanged in Q2 2025.
Target made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #196 holding.
Moser Wealth Advisors first reported a position in Target in Q4 2019 and has held it in 21 quarters since.
Moser Wealth Advisors's Target position peaked at $1.1M in Q1 2022.
1,751 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.