WA
TRGP icon

Waverly Advisors’s Targa Resources TRGP Stock Holding History

Waverly Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08M Sell
8,295
-823
-9% -$178K 0.02% 636
2025
Q4 		$1.68M Sell
9,118
-4,904
-35% -$826K 0.01% 627
2025
Q3 		$2.35M Sell
14,022
-8,592
-38% -$1.43M 0.02% 479
2025
Q2 		$3.94M Buy
22,614
+14,330
+173% +$2.41M 0.04% 351
2025
Q1 		$1.66M Buy
8,284
+6,727
+432% +$1.34M 0.02% 513
2024
Q4 		$278K Buy
+1,557
New +$279K ﹤0.01% 844

Other funds holding TRGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's TRGP Position: Q1 2026 in Review

Waverly Advisors reduced its Targa Resources (TRGP) stake by 9% in Q1 2026, selling an estimated $178K and leaving 8,295 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #636.

Waverly Advisors first reported a position in TRGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q2 2025. 1,030 funds tracked by Wall St. Rank hold TRGP as of Q1 2026.

  • Waverly Advisors held 8,295 shares of Targa Resources worth $2.08M as of Q1 2026.
  • Waverly Advisors sold 823 Targa Resources shares in Q1 2026, an estimated $178K.
  • Targa Resources made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #636 holding.
  • Waverly Advisors first reported a position in Targa Resources in Q4 2024 and has held it in 6 quarters since.
  • Waverly Advisors's Targa Resources position peaked at $3.94M in Q2 2025.
  • 1,030 funds tracked by Wall St. Rank held Targa Resources as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.