Summit Wealth Partners’s Target TGT Stock Holding History

Summit 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 Q2	$437K	Hold	3,348	–	–	0.06%	188
2026 Q1	$406K	Buy	+3,348	New	+$377K	0.06%	185

Other funds holding TGT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Wealth Partners's TGT Position: Q2 2026 in Review

Summit Wealth Partners held its Target (TGT) position steady in Q2 2026 at 3,348 shares worth $437K. The position accounts for 0.06% of the portfolio, ranked #188.

Summit Wealth Partners first reported a position in TGT in Q1 2026 and has held it in 2 quarters since. 1,882 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

Summit Wealth Partners held 3,348 shares of Target worth $437K as of Q2 2026.
Summit Wealth Partners left its Target share count unchanged in Q2 2026.
Target made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #188 holding.
Summit Wealth Partners first reported a position in Target in Q1 2026 and has held it in 2 quarters since.
1,882 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.