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Sage Private Wealth Group’s Target TGT Stock Holding History

Sage Private Wealth Group’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 		$573K Sell
4,730
-325
-6% -$36.6K 0.29% 44
2025
Q4 		$494K Buy
5,055
+274
+6% +$25.3K 0.27% 53
2025
Q3 		$429K Buy
4,781
+599
+14% +$59K 0.24% 61
2025
Q2 		$413K Buy
4,182
+1,906
+84% +$183K 0.26% 52
2025
Q1 		$238K Buy
2,276
+87
+4% +$10.9K 0.18% 79
2024
Q4 		$296K Sell
2,189
-49
-2% -$7.02K 0.22% 66
2024
Q3 		$349K Buy
2,238
+112
+5% +$16.7K 0.27% 64
2024
Q2 		$315K Sell
2,126
-182
-8% -$28.6K 0.27% 64
2024
Q1 		$409K Buy
2,308
+38
+2% +$5.78K 0.33% 44
2023
Q4 		$323K Buy
2,270
+43
+2% +$5.25K 0.29% 44
2023
Q3 		$246K Buy
2,227
+91
+4% +$11.6K 0.34% 40
2023
Q2 		$282K Sell
2,136
-72
-3% -$10.7K 0.38% 36
2023
Q1 		$366K Sell
2,208
-10
-0.5% -$1.64K 0.42% 23
2022
Q4 		$331K Buy
2,218
+5
+0.2% +$784 0.39% 31
2022
Q3 		$329K Buy
2,213
+13
+0.6% +$2.08K 0.43% 23
2022
Q2 		$311K Sell
2,200
-160
-7% -$30.7K 0.45% 31
2022
Q1 		$501K Buy
2,360
+25
+1% +$5.41K 0.49% 16
2021
Q4 		$540K Sell
2,335
-22
-0.9% -$5.35K 0.67% 13
2021
Q3 		$539K Sell
2,357
-70
-3% -$17.5K 0.74% 11
2021
Q2 		$587K Buy
2,427
+4
+0.2% +$876 0.79% 8
2021
Q1 		$480K Sell
2,423
-52
-2% -$9.73K 0.83% 12
2020
Q4 		$437K Buy
+2,475
New +$413K 1.22% 10

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

Sage Private Wealth Group's TGT Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Target (TGT) stake by 6.4% in Q1 2026, selling an estimated $36.6K and leaving 4,730 shares worth $573K. The position accounts for 0.29% of the portfolio, ranked #44.

Sage Private Wealth Group first reported a position in TGT in Q4 2020 and has held it in 22 quarters since. The position peaked at $587K in Q2 2021. 1,840 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Sage Private Wealth Group held 4,730 shares of Target worth $573K as of Q1 2026.
  • Sage Private Wealth Group sold 325 Target shares in Q1 2026, an estimated $36.6K.
  • Target made up 0.29% of Sage Private Wealth Group's portfolio in Q1 2026, its #44 holding.
  • Sage Private Wealth Group first reported a position in Target in Q4 2020 and has held it in 22 quarters since.
  • Sage Private Wealth Group's Target position peaked at $587K in Q2 2021.
  • 1,840 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.