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Prevail Innovative Wealth Advisors’s Target TGT Stock Holding History

Prevail Innovative 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
2026
Q1 		– Sell
-17,322
Closed -$1.69M – 224
2025
Q4 		$1.69M Buy
17,322
+1,279
+8% +$118K 0.3% 117
2025
Q3 		$1.44M Buy
16,043
+8,605
+116% +$847K 0.28% 136
2025
Q2 		$734K Buy
+7,438
New +$714K 0.16% 155

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

Prevail Innovative Wealth Advisors's TGT Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Target (TGT) in Q1 2026, closing a stake of 17,322 shares — an estimated $1.69M sold.

Prevail Innovative Wealth Advisors first reported a position in TGT in Q2 2025 and held it in 3 quarters. The position peaked at $1.69M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining Target position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 17,322 Target shares in Q1 2026, an estimated $1.69M.
  • Prevail Innovative Wealth Advisors first reported a position in Target in Q2 2025 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Target position peaked at $1.69M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.