SHP Wealth Management’s Target TGT Stock Holding History

SHP Wealth Management’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	$102K	Buy	841 +72	+9%	+$8.12K	0.01%	383
2025 Q4	$75.2K	Buy	+769	New	+$70.9K	0.01%	399

Other funds holding TGT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SHP Wealth Management's TGT Position: Q1 2026 in Review

SHP Wealth Management increased its Target (TGT) stake by 9.4% in Q1 2026, buying an estimated $8.12K and bringing the position to 841 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #383.

SHP Wealth Management first reported a position in TGT in Q4 2025 and has held it in 2 quarters since. 1,847 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

SHP Wealth Management held 841 shares of Target worth $102K as of Q1 2026.
SHP Wealth Management bought 72 Target shares in Q1 2026, an estimated $8.12K.
Target made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #383 holding.
SHP Wealth Management first reported a position in Target in Q4 2025 and has held it in 2 quarters since.
1,847 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.