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TGT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's TGT Position: Q1 2026 in Review

Simplicity Wealth reduced its Target (TGT) stake by 14% in Q1 2026, selling an estimated $36.6K and leaving 2,076 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #648.

Simplicity Wealth first reported a position in TGT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.72M in Q1 2024. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Simplicity Wealth held 2,076 shares of Target worth $252K as of Q1 2026.
  • Simplicity Wealth sold 325 Target shares in Q1 2026, an estimated $36.6K.
  • Target made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #648 holding.
  • Simplicity Wealth first reported a position in Target in Q3 2023 and has held it in 9 quarters since.
  • Simplicity Wealth's Target position peaked at $1.72M in Q1 2024.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.