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Phillips Wealth Planners’s Target TGT Stock Holding History

Phillips Wealth Planners’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
-2,862
Closed -$266K – 195
2025
Q1 		$266K Buy
2,862
+646
+29% +$80.7K 0.28% 128
2024
Q4 		$314K Sell
2,216
-2,301
-51% -$330K 0.31% 113
2024
Q3 		$718K Buy
4,517
+482
+12% +$71.8K 0.69% 35
2024
Q2 		$590K Sell
4,035
-81
-2% -$12.7K 0.62% 46
2024
Q1 		$672K Buy
4,116
+664
+19% +$101K 0.77% 33
2023
Q4 		$474K Sell
3,452
-353
-9% -$43.1K 0.57% 54
2023
Q3 		$412K Buy
+3,805
New +$483K 0.56% 62
2023
Q2 		– Sell
-4,235
Closed -$665K – 157
2023
Q1 		$665K Buy
+4,235
New +$696K 0.88% 35

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

Phillips Wealth Planners's TGT Position: Q2 2025 in Review

Phillips Wealth Planners sold out of Target (TGT) in Q2 2025, closing a stake of 2,862 shares — an estimated $266K sold.

Phillips Wealth Planners first reported a position in TGT in Q1 2023 and held it in 8 quarters. The position peaked at $718K in Q3 2024. 1,751 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

  • Phillips Wealth Planners reported no remaining Target position as of Q2 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,862 Target shares in Q2 2025, an estimated $266K.
  • Phillips Wealth Planners first reported a position in Target in Q1 2023 and held it in 8 quarters.
  • Phillips Wealth Planners's Target position peaked at $718K in Q3 2024.
  • 1,751 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Phillips Wealth Planners's 13F filing for Q2 2025, filed 11 Jul 2025.