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Schwarz Dygos Wheeler Investment Advisors’s Target TGT Stock Holding History

Schwarz Dygos Wheeler Investment 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
Q2 		$6.68M Buy
50,971
+7,039
+16% +$894K 1.27% 18
2026
Q1 		$5.34M Buy
43,932
+19
+0% +$2.14K 1.11% 20
2025
Q4 		$4.31M Sell
43,913
-6,778
-13% -$625K 0.89% 28
2025
Q3 		$4.56M Buy
50,691
+141
+0.3% +$13.9K 0.97% 27
2025
Q2 		$5M Sell
50,550
-16
-0% -$1.54K 1.14% 22
2025
Q1 		$5.29M Buy
50,566
+37,864
+298% +$4.73M 1.25% 15
2024
Q4 		$1.74M Buy
12,702
+422
+3% +$60.5K 0.43% 48
2024
Q3 		$1.94M Sell
12,280
-76
-0.6% -$11.3K 0.48% 47
2024
Q2 		$1.85M Sell
12,356
-5
-0% -$787 0.5% 44
2024
Q1 		$2.22M Sell
12,361
-255
-2% -$38.8K 0.62% 41
2023
Q4 		$1.82M Sell
12,616
-97
-0.8% -$11.8K 0.56% 40
2023
Q3 		$1.42M Sell
12,713
-3
-0% -$381 0.48% 42
2023
Q2 		$1.7M Buy
12,716
+491
+4% +$72.9K 0.56% 41
2023
Q1 		$2.05M Buy
12,225
+586
+5% +$96.3K 0.74% 35
2022
Q4 		$1.76M Buy
11,639
+129
+1% +$20.2K 0.69% 37
2022
Q3 		$1.73M Sell
11,510
-96
-0.8% -$15.4K 0.77% 38
2022
Q2 		$1.66M Sell
11,606
-592
-5% -$114K 0.67% 39
2022
Q1 		$2.62M Sell
12,198
-19
-0.2% -$4.11K 0.88% 28
2021
Q4 		$2.86M Buy
12,217
+49
+0.4% +$11.9K 0.97% 26
2021
Q3 		$2.81M Buy
12,168
+10
+0.1% +$2.5K 1.03% 26
2021
Q2 		$2.97M Sell
12,158
-94
-0.8% -$20.6K 1.08% 28
2021
Q1 		$2.45M Sell
12,252
-137
-1% -$25.6K 1.01% 28
2020
Q4 		$2.21M Buy
12,389
+197
+2% +$32.9K 1.06% 27
2020
Q3 		$1.94M Sell
12,192
-79
-0.6% -$10.8K 1.1% 26
2020
Q2 		$1.47M Sell
12,271
-118
-1% -$13.5K 0.96% 30
2020
Q1 		$1.16M Sell
12,389
-435
-3% -$48.3K 0.99% 25
2019
Q4 		$1.66M Buy
12,824
+82
+0.6% +$9.62K 1.14% 23
2019
Q3 		$1.38M Sell
12,742
-1,007
-7% -$95.8K 1.09% 23
2019
Q2 		$1.2M Sell
13,749
-128
-0.9% -$10.3K 0.99% 29
2019
Q1 		$1.13M Sell
13,877
-680
-5% -$49.7K 0.97% 30
2018
Q4 		$985K Buy
+14,557
New +$1.12M 1.06% 29

Other funds holding TGT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's TGT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Target (TGT) stake by 16% in Q2 2026, buying an estimated $894K and bringing the position to 50,971 shares worth $6.68M. The position accounts for 1.27% of the portfolio, ranked #18.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TGT in Q4 2018 and has held it in 31 quarters since. 1,163 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 50,971 shares of Target worth $6.68M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 7,039 Target shares in Q2 2026, an estimated $894K.
  • Target made up 1.27% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Target in Q4 2018 and has held it in 31 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.