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Mount Yale Investment Advisors’s Target TGT Stock Holding History

Mount Yale Investment 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
2026
Q1 		$4.26M Buy
35,127
+31,110
+774% +$3.51M 0.1% 210
2025
Q4 		$393K Buy
4,017
+376
+10% +$34.7K 0.02% 519
2025
Q3 		$327K Sell
3,641
-30,223
-89% -$2.98M 0.02% 506
2025
Q2 		$3.34M Buy
33,864
+4,672
+16% +$449K 0.26% 76
2025
Q1 		$3.05M Buy
29,192
+3,376
+13% +$422K 0.26% 83
2024
Q4 		$3.49M Buy
25,816
+20,188
+359% +$2.89M 0.28% 68
2024
Q3 		$877K Sell
5,628
-4,172
-43% -$621K 0.08% 221
2024
Q2 		$1.45M Sell
9,800
-387
-4% -$60.9K 0.11% 168
2024
Q1 		$1.81M Buy
10,187
+6,424
+171% +$977K 0.14% 143
2023
Q4 		$536K Sell
3,763
-49
-1% -$5.98K 0.05% 309
2023
Q3 		$421K Sell
3,812
-43
-1% -$5.46K 0.05% 330
2023
Q2 		$508K Sell
3,855
-6,294
-62% -$934K 0.05% 301
2023
Q1 		$1.68M Buy
10,149
+4,086
+67% +$672K 0.19% 120
2022
Q4 		$904K Sell
6,063
-3,266
-35% -$512K 0.1% 204
2022
Q3 		$1.38M Buy
9,329
+5,284
+131% +$846K 0.18% 120
2022
Q2 		$571K Sell
4,045
-2,673
-40% -$512K 0.07% 264
2022
Q1 		$1.43M Buy
6,718
+131
+2% +$28.3K 0.16% 146
2021
Q4 		$1.52M Buy
6,587
+575
+10% +$140K 0.16% 141
2021
Q3 		$1.38M Buy
6,012
+2,607
+77% +$653K 0.16% 141
2021
Q2 		$823K Sell
3,405
-31
-0.9% -$6.79K 0.1% 210
2021
Q1 		$681K Buy
+3,436
New +$643K 0.09% 226
2018
Q4 		– Sell
-422
Closed -$37K – 731
2018
Q3 		$37K Sell
422
-1,687
-80% -$140K 0.01% 665
2018
Q2 		$161K Buy
2,109
+890
+73% +$65.5K 0.03% 334
2018
Q1 		$85K Buy
+1,219
New +$88.7K 0.02% 503

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

Mount Yale Investment Advisors's TGT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Target (TGT) stake by 774% in Q1 2026, buying an estimated $3.51M and bringing the position to 35,127 shares worth $4.26M. The position accounts for 0.1% of the portfolio, ranked #210.

Mount Yale Investment Advisors first reported a position in TGT in Q1 2018 and has held it in 24 quarters since. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Mount Yale Investment Advisors held 35,127 shares of Target worth $4.26M as of Q1 2026.
  • Mount Yale Investment Advisors bought 31,110 Target shares in Q1 2026, an estimated $3.51M.
  • Target made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #210 holding.
  • Mount Yale Investment Advisors first reported a position in Target in Q1 2018 and has held it in 24 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.