UAG
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United Advisor Group’s Target TGT Stock Holding History

United Advisor Group’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 		– Sell
-5,695
Closed -$557K – 531
2025
Q4 		$557K Sell
5,695
-1,665
-23% -$153K 0.07% 260
2025
Q3 		$660K Sell
7,360
-185
-2% -$18.2K 0.09% 223
2025
Q2 		$744K Sell
7,545
-97
-1% -$9.31K 0.13% 168
2025
Q1 		$798K Buy
7,642
+172
+2% +$21.5K 0.16% 136
2024
Q4 		$1.01M Buy
7,470
+535
+8% +$76.7K 0.2% 121
2024
Q3 		$1.08M Buy
6,935
+230
+3% +$34.3K 0.24% 98
2024
Q2 		$993K Buy
6,705
+478
+8% +$75.2K 0.31% 82
2024
Q1 		$1.1M Buy
+6,227
New +$947K 0.41% 68

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Advisor Group's TGT Position: Q1 2026 in Review

United Advisor Group sold out of Target (TGT) in Q1 2026, closing a stake of 5,695 shares — an estimated $557K sold.

United Advisor Group first reported a position in TGT in Q1 2024 and held it in 8 quarters. The position peaked at $1.1M in Q1 2024. 1,851 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • United Advisor Group reported no remaining Target position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 5,695 Target shares in Q1 2026, an estimated $557K.
  • United Advisor Group first reported a position in Target in Q1 2024 and held it in 8 quarters.
  • United Advisor Group's Target position peaked at $1.1M in Q1 2024.
  • 1,851 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.