SIMA Wealth Partners’s Target TGT Stock Holding History

SIMA Wealth Partners’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	–	Sell	-17	Closed	-$1.52K	–	159
2025 Q3	$1.52K	Buy	+17	New	+$1.67K	﹤0.01%	156

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SIMA Wealth Partners's TGT Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Target (TGT) in Q4 2025, closing a stake of 17 shares — an estimated $1.52K sold.

SIMA Wealth Partners first reported a position in TGT in Q3 2025 and held it in 1 quarter. The position peaked at $1.52K in Q3 2025. 1,734 funds tracked by Wall St. Rank hold TGT as of Q4 2025.

SIMA Wealth Partners reported no remaining Target position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 17 Target shares in Q4 2025, an estimated $1.52K.
SIMA Wealth Partners first reported a position in Target in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Target position peaked at $1.52K in Q3 2025.
1,734 funds tracked by Wall St. Rank held Target as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.