TWP
TGT icon

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
Q2 		$462K Buy
3,094
+495
+19% +$62.9K 0.03% 333
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Triad Wealth Partners increased its Target (TGT) stake by 19% in Q2 2026, buying an estimated $62.9K and bringing the position to 3,094 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #333.

Triad Wealth Partners first reported a position in TGT in Q2 2024 and has held it in 4 quarters since. 1,892 funds tracked by Wall St. Rank hold TGT as of Q2 2026.

  • Triad Wealth Partners held 3,094 shares of Target worth $462K as of Q2 2026.
  • Triad Wealth Partners bought 495 Target shares in Q2 2026, an estimated $62.9K.
  • Target made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #333 holding.
  • Triad Wealth Partners first reported a position in Target in Q2 2024 and has held it in 4 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Target as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.