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Oak Hill Wealth Advisors’s Target TGT Stock Holding History

Oak Hill 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
2024
Q4 		– Sell
-2,525
Closed -$394K – 219
2024
Q3 		$394K Buy
+2,525
New +$376K 0.1% 82
2024
Q2 		– Sell
-2,839
Closed -$503K – 195
2024
Q1 		$503K Buy
+2,839
New +$432K 0.16% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Hill Wealth Advisors's TGT Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Target (TGT) stake by 0.51% in Q3 2025, selling an estimated $1.28K and leaving 2,512 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #133.

Oak Hill Wealth Advisors first reported a position in TGT in Q4 2022 and has held it in 10 quarters since. The position peaked at $534K in Q1 2023. 1,645 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,512 shares of Target worth $225K as of Q3 2025.
  • Oak Hill Wealth Advisors sold 13 Target shares in Q3 2025, an estimated $1.28K.
  • Target made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #133 holding.
  • Oak Hill Wealth Advisors first reported a position in Target in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's Target position peaked at $534K in Q1 2023.
  • 1,645 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.