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Sound View Wealth Advisors Group’s Target TGT Stock Holding History

Sound View Wealth Advisors Group’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 		$508K Sell
4,189
-287
-6% -$32.4K 0.03% 267
2025
Q4 		$438K Buy
4,476
+1,192
+36% +$110K 0.03% 291
2025
Q3 		$295K Sell
3,284
-1,691
-34% -$167K 0.02% 357
2025
Q2 		$491K Sell
4,975
-162
-3% -$15.6K 0.04% 270
2025
Q1 		$536K Buy
5,137
+436
+9% +$54.5K 0.04% 248
2024
Q4 		$635K Sell
4,701
-71
-1% -$10.2K 0.05% 231
2024
Q3 		$744K Buy
4,772
+64
+1% +$9.53K 0.06% 212
2024
Q2 		$697K Buy
4,708
+3
+0.1% +$472 0.07% 202
2024
Q1 		$834K Sell
4,705
-31
-0.7% -$4.72K 0.09% 181
2023
Q4 		$674K Sell
4,736
-330
-7% -$40.3K 0.07% 204
2023
Q3 		$560K Buy
5,066
+315
+7% +$40K 0.07% 205
2023
Q2 		$627K Sell
4,751
-53
-1% -$7.87K 0.08% 195
2023
Q1 		$796K Buy
4,804
+68
+1% +$11.2K 0.11% 170
2022
Q4 		$674K Buy
4,736
+319
+7% +$50K 0.07% 204
2022
Q3 		$655K Sell
4,417
-12
-0.3% -$1.92K 0.15% 133
2022
Q2 		$625K Sell
4,429
-7
-0.2% -$1.34K 0.13% 146
2022
Q1 		$941K Buy
4,436
+11
+0.2% +$2.38K 0.18% 116
2021
Q4 		$1.02M Buy
4,425
+120
+3% +$29.2K 0.19% 117
2021
Q3 		$985K Buy
4,305
+640
+17% +$160K 0.21% 115
2021
Q2 		$886K Sell
3,665
-72
-2% -$15.8K 0.19% 120
2021
Q1 		$740K Sell
3,737
-173
-4% -$32.4K 0.17% 123
2020
Q4 		$690K Sell
3,910
-112
-3% -$18.7K 0.17% 126
2020
Q3 		$633K Sell
4,022
-108
-3% -$14.8K 0.17% 129
2020
Q2 		$495K Sell
4,130
-108
-3% -$12.3K 0.14% 132
2020
Q1 		$394K Sell
4,238
-253
-6% -$28.1K 0.14% 136
2019
Q4 		$576K Sell
4,491
-557
-11% -$65.4K 0.16% 130
2019
Q3 		$540K Sell
5,048
-459
-8% -$43.7K 0.16% 135
2019
Q2 		$477K Buy
+5,507
New +$445K 0.14% 145

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

Sound View Wealth Advisors Group's TGT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Target (TGT) stake by 6.4% in Q1 2026, selling an estimated $32.4K and leaving 4,189 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #267.

Sound View Wealth Advisors Group first reported a position in TGT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2021. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,189 shares of Target worth $508K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 287 Target shares in Q1 2026, an estimated $32.4K.
  • Target made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #267 holding.
  • Sound View Wealth Advisors Group first reported a position in Target in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Target position peaked at $1.02M in Q4 2021.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.