SFWC
TGT icon

Strategic Family Wealth Counselors’s Target TGT Stock Holding History

Strategic Family Wealth Counselors’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 		$334K Sell
2,755
-2,182
-44% -$246K 0.09% 124
2025
Q4 		$540K Buy
4,937
+2,192
+80% +$202K 0.12% 110
2025
Q3 		$246K Sell
2,745
-13
-0.5% -$1.28K 0.06% 135
2025
Q2 		$272K Buy
2,758
+177
+7% +$17K 0.08% 123
2025
Q1 		$269K Buy
2,581
+59
+2% +$7.37K 0.09% 120
2024
Q4 		$341K Buy
2,522
+442
+21% +$63.3K 0.11% 104
2024
Q3 		$324K Buy
2,080
+16
+0.8% +$2.38K 0.11% 98
2024
Q2 		$306K Hold
2,064
– – 0.12% 92
2024
Q1 		$366K Hold
2,064
– – 0.14% 76
2023
Q4 		$294K Hold
2,064
– – 0.12% 87
2023
Q3 		$228K Hold
2,064
– – 0.11% 94
2023
Q2 		$272K Sell
2,064
-7
-0.3% -$1.04K 0.13% 84
2023
Q1 		$343K Buy
2,071
+3
+0.1% +$493 0.16% 70
2022
Q4 		$308K Hold
2,068
– – 0.15% 73
2022
Q3 		$307K Buy
2,068
+2
+0.1% +$320 0.15% 66
2022
Q2 		$292K Buy
2,066
+18
+0.9% +$3.45K 0.14% 67
2022
Q1 		$435K Buy
2,048
+8
+0.4% +$1.73K 0.18% 64
2021
Q4 		$472K Buy
2,040
+40
+2% +$9.73K 0.15% 62
2021
Q3 		$458K Buy
+2,000
New +$501K 0.16% 54

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
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

Strategic Family Wealth Counselors's TGT Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Target (TGT) stake by 44% in Q1 2026, selling an estimated $246K and leaving 2,755 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #124.

Strategic Family Wealth Counselors first reported a position in TGT in Q3 2021 and has held it in 19 quarters since. The position peaked at $540K in Q4 2025. 1,846 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Strategic Family Wealth Counselors held 2,755 shares of Target worth $334K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 2,182 Target shares in Q1 2026, an estimated $246K.
  • Target made up 0.09% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #124 holding.
  • Strategic Family Wealth Counselors first reported a position in Target in Q3 2021 and has held it in 19 quarters since.
  • Strategic Family Wealth Counselors's Target position peaked at $540K in Q4 2025.
  • 1,846 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.