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Strategic Wealth Partners’s Target TGT Stock Holding History

Strategic Wealth Partners’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 		$440K Sell
3,632
-531
-13% -$59.9K 0.03% 207
2025
Q4 		$407K Sell
4,163
-8,413
-67% -$775K 0.03% 229
2025
Q3 		$1.13M Sell
12,576
-71,269
-85% -$7.02M 0.08% 151
2025
Q2 		$8.27M Buy
+83,845
New +$8.05M 0.65% 52
2024
Q4 		$6.57M Buy
51,098
+46,814
+1,093% +$6.71M 0.54% 68
2024
Q3 		$668K Sell
4,284
-181
-4% -$27K 0.06% 175
2024
Q2 		$661K Sell
4,465
-1,415
-24% -$223K 0.07% 169
2024
Q1 		$1.04M Sell
5,880
-27,450
-82% -$4.18M 0.11% 132
2023
Q4 		$4.75M Buy
33,330
+16,111
+94% +$1.97M 0.59% 61
2023
Q3 		$1.9M Buy
17,219
+12,448
+261% +$1.58M 0.25% 104
2023
Q2 		$629K Sell
4,771
-903
-16% -$134K 0.08% 187
2023
Q1 		$940K Sell
5,674
-11,582
-67% -$1.9M 0.14% 135
2022
Q4 		$2.57M Buy
17,256
+2,672
+18% +$419K 0.48% 63
2022
Q3 		$2.16M Sell
14,584
-1,778
-11% -$285K 0.46% 71
2022
Q2 		$2.31M Buy
16,362
+6,133
+60% +$1.18M 0.5% 67
2022
Q1 		$2.17M Buy
10,229
+4,130
+68% +$894K 0.42% 85
2021
Q4 		$1.41M Buy
6,099
+766
+14% +$186K 0.27% 117
2021
Q3 		$1.22M Buy
5,333
+769
+17% +$193K 0.36% 82
2021
Q2 		$1.1M Sell
4,564
-2,934
-39% -$642K 0.36% 76
2021
Q1 		$1.49M Sell
7,498
-418
-5% -$78.2K 0.59% 44
2020
Q4 		$1.4M Sell
7,916
-111
-1% -$18.5K 0.59% 45
2020
Q3 		$1.26M Sell
8,027
-778
-9% -$107K 0.64% 43
2020
Q2 		$1.06M Buy
+8,805
New +$1M 0.55% 52
2019
Q4 		– Sell
-425
Closed -$45.4K – 464
2019
Q3 		$45.4K Sell
425
-100
-19% -$9.51K 0.23% 86
2019
Q2 		$45K Buy
+525
New +$42.4K 0.02% 239
2018
Q3 		– Sell
-100
Closed -$8K – 697
2018
Q2 		$8K Hold
100
– – ﹤0.01% 596
2018
Q1 		$7K Hold
100
– – ﹤0.01% 607
2017
Q4 		$6K Buy
+100
New +$6.04K ﹤0.01% 589

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

Strategic Wealth Partners's TGT Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Target (TGT) stake by 13% in Q1 2026, selling an estimated $59.9K and leaving 3,632 shares worth $440K. The position accounts for 0.03% of the portfolio, ranked #207.

Strategic Wealth Partners first reported a position in TGT in Q4 2017 and has held it in 28 quarters since. The position peaked at $8.27M in Q2 2025. 1,839 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Strategic Wealth Partners held 3,632 shares of Target worth $440K as of Q1 2026.
  • Strategic Wealth Partners sold 531 Target shares in Q1 2026, an estimated $59.9K.
  • Target made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #207 holding.
  • Strategic Wealth Partners first reported a position in Target in Q4 2017 and has held it in 28 quarters since.
  • Strategic Wealth Partners's Target position peaked at $8.27M in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.