TLA
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Tanglewood Legacy Advisors’s Target TGT Stock Holding History

Tanglewood Legacy Advisors’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
Q2 		– Sell
-1,020
Closed -$106K – 301
2025
Q1 		$106K Sell
1,020
-240
-19% -$30K 0.05% 127
2024
Q4 		$170K Buy
+1,260
New +$181K 0.07% 98

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Tanglewood Legacy Advisors's TGT Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of Target (TGT) in Q2 2025, closing a stake of 1,020 shares — an estimated $106K sold.

Tanglewood Legacy Advisors first reported a position in TGT in Q4 2024 and held it in 2 quarters. The position peaked at $170K in Q4 2024. 1,751 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining Target position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 1,020 Target shares in Q2 2025, an estimated $106K.
  • Tanglewood Legacy Advisors first reported a position in Target in Q4 2024 and held it in 2 quarters.
  • Tanglewood Legacy Advisors's Target position peaked at $170K in Q4 2024.
  • 1,751 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.