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Opal Wealth Advisors’s Target TGT Stock Holding History

Opal 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 		– Sell
-984
Closed -$103K – 591
2025
Q1 		$103K Buy
+984
New +$123K 0.03% 271
2024
Q3 		– Sell
-976
Closed -$144K – 1064
2024
Q2 		$144K Buy
+976
New +$154K 0.05% 222

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Target (TGT) in Q2 2025, closing a stake of 984 shares — an estimated $103K sold.

Opal Wealth Advisors first reported a position in TGT in Q2 2024 and held it in 2 quarters. The position peaked at $144K in Q2 2024. 1,754 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

  • Opal Wealth Advisors reported no remaining Target position as of Q2 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 984 Target shares in Q2 2025, an estimated $103K.
  • Opal Wealth Advisors first reported a position in Target in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Target position peaked at $144K in Q2 2024.
  • 1,754 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Opal Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.