SageView Advisory Group’s Target TGT Stock Holding History

SageView Advisory 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
2025 Q4	$323K	Buy	3,308 +67	+2%	+$6.17K	0.01%	461
2025 Q3	$291K	Buy	3,241 +708	+28%	+$69.7K	0.01%	528
2025 Q2	$270K	Sell	2,533 -48	-2%	-$4.61K	0.01%	526
2025 Q1	$269K	Sell	2,581 -98	-4%	-$12.2K	0.01%	500
2024 Q4	$362K	Sell	2,679 -956	-26%	-$137K	0.02%	400
2024 Q3	$567K	Sell	3,635 -1,415	-28%	-$211K	0.03%	281
2024 Q2	$748K	Buy	+5,050	New	+$795K	0.03%	267
2024 Q1	–	Sell	-6,150	Closed	-$864K	–	826
2023 Q4	$864K	Buy	+6,150	New	+$751K	0.04%	282
2023 Q3	–	Sell	-3,899	Closed	-$514K	–	551
2023 Q2	$514K	Buy	3,899 +678	+21%	+$101K	0.03%	347
2023 Q1	$534K	Buy	3,221 +144	+5%	+$23.7K	0.03%	295
2022 Q4	$459K	Buy	+3,077	New	+$483K	0.04%	250

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return