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Simplicity Wealth’s Target TGT Stock Holding History

Simplicity Wealth’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 		$2.66M Buy
20,383
+18,307
+882% +$2.33M 0.09% 221
2026
Q1 		$252K Sell
2,076
-325
-14% -$36.6K 0.01% 648
2025
Q4 		$235K Sell
2,401
-2,452
-51% -$226K 0.01% 628
2025
Q3 		$435K Sell
4,853
-999
-17% -$98.4K 0.03% 477
2025
Q2 		$577K Buy
+5,852
New +$562K 0.02% 425
2024
Q4 		– Sell
-1,349
Closed -$210K – 494
2024
Q3 		$210K Sell
1,349
-10,029
-88% -$1.49M 0.02% 473
2024
Q2 		$1.68M Buy
11,378
+1,666
+17% +$262K 0.04% 384
2024
Q1 		$1.72M Buy
9,712
+8,239
+559% +$1.25M 0.04% 381
2023
Q4 		$210K Sell
1,473
-405
-22% -$49.4K 0.08% 174
2023
Q3 		$208K Buy
+1,878
New +$238K 0.12% 88

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplicity Wealth's TGT Position: Q2 2026 in Review

Simplicity Wealth increased its Target (TGT) stake by 882% in Q2 2026, buying an estimated $2.33M and bringing the position to 20,383 shares worth $2.66M. The position accounts for 0.09% of the portfolio, ranked #221.

Simplicity Wealth first reported a position in TGT in Q3 2023 and has held it in 10 quarters since. 1,887 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Simplicity Wealth held 20,383 shares of Target worth $2.66M as of Q2 2026.
  • Simplicity Wealth bought 18,307 Target shares in Q2 2026, an estimated $2.33M.
  • Target made up 0.09% of Simplicity Wealth's portfolio in Q2 2026, its #221 holding.
  • Simplicity Wealth first reported a position in Target in Q3 2023 and has held it in 10 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.