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Triad Wealth Partners’s Target TGT Stock Holding History

Triad 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 		$315K Buy
2,599
+434
+20% +$48.9K 0.03% 385
2025
Q4 		$212K Buy
+2,165
New +$200K 0.02% 446
2024
Q3 		– Sell
-170
Closed -$25.2K – 821
2024
Q2 		$25.2K Buy
+170
New +$26.7K 0.01% 314

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

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

Triad Wealth Partners increased its Target (TGT) stake by 20% in Q1 2026, buying an estimated $48.9K and bringing the position to 2,599 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #385.

Triad Wealth Partners first reported a position in TGT in Q2 2024 and has held it in 3 quarters since. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Triad Wealth Partners held 2,599 shares of Target worth $315K as of Q1 2026.
  • Triad Wealth Partners bought 434 Target shares in Q1 2026, an estimated $48.9K.
  • Target made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #385 holding.
  • Triad Wealth Partners first reported a position in Target in Q2 2024 and has held it in 3 quarters since.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.