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UP Strategic Wealth Investment Advisors’s Target TGT Stock Holding History

UP Strategic Wealth Investment 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
Q3 		– Sell
-2,093
Closed -$206K – 99
2025
Q2 		$206K Buy
+2,093
New +$201K 0.16% 89
2025
Q1 		– Sell
-1,499
Closed -$203K – 88
2024
Q4 		$203K Sell
1,499
-275
-16% -$39.4K 0.2% 78
2024
Q3 		$276K Buy
1,774
+101
+6% +$15K 0.31% 60
2024
Q2 		$248K Buy
1,673
+290
+21% +$45.6K 0.38% 50
2024
Q1 		$245K Sell
1,383
-32
-2% -$4.87K 0.4% 49
2023
Q4 		$202K Buy
+1,415
New +$173K 0.37% 55

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's TGT Position: Q3 2025 in Review

UP Strategic Wealth Investment Advisors sold out of Target (TGT) in Q3 2025, closing a stake of 2,093 shares — an estimated $206K sold.

UP Strategic Wealth Investment Advisors first reported a position in TGT in Q4 2023 and held it in 6 quarters. The position peaked at $276K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold TGT as of Q3 2025.

  • UP Strategic Wealth Investment Advisors reported no remaining Target position as of Q3 2025 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 2,093 Target shares in Q3 2025, an estimated $206K.
  • UP Strategic Wealth Investment Advisors first reported a position in Target in Q4 2023 and held it in 6 quarters.
  • UP Strategic Wealth Investment Advisors's Target position peaked at $276K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Target as of Q3 2025.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q3 2025, filed 19 Nov 2025.