Strategic Planning Inc’s Target TGT Stock Holding History

Strategic Planning Inc’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 Q3	–	Sell	-55,151	Closed	-$5.44M	–	60
2025 Q2	$5.44M	Sell	55,151 -2,186	-4%	-$210K	3.26%	9
2025 Q1	$5.98M	Buy	+57,337	New	+$7.17M	3.38%	10

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Planning Inc's TGT Position: Q3 2025 in Review

Strategic Planning Inc sold out of Target (TGT) in Q3 2025, closing a stake of 55,151 shares — an estimated $5.44M sold.

Strategic Planning Inc first reported a position in TGT in Q1 2025 and held it in 2 quarters. The position peaked at $5.98M in Q1 2025. 1,645 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

Strategic Planning Inc reported no remaining Target position as of Q3 2025 after selling out during the quarter.
Strategic Planning Inc sold 55,151 Target shares in Q3 2025, an estimated $5.44M.
Strategic Planning Inc first reported a position in Target in Q1 2025 and held it in 2 quarters.
Strategic Planning Inc's Target position peaked at $5.98M in Q1 2025.
1,645 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on Strategic Planning Inc's 13F filing for Q3 2025, filed 20 Oct 2025.