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Wealthspire Advisors (New York)’s Target TGT Stock Holding History

Wealthspire Advisors (New York)’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 		$555K Sell
4,579
-4,370
-49% -$493K ﹤0.01% 545
2025
Q4 		$875K Buy
8,949
+2,174
+32% +$200K 0.01% 458
2025
Q3 		$608K Sell
6,775
-858
-11% -$84.5K ﹤0.01% 490
2025
Q2 		$753K Sell
7,633
-3,192
-29% -$307K ﹤0.01% 440
2025
Q1 		$1.13M Sell
10,825
-1,172
-10% -$146K 0.01% 356
2024
Q4 		$1.62M Buy
11,997
+11
+0.1% +$1.58K 0.02% 279
2024
Q3 		$1.87M Sell
11,986
-782
-6% -$116K 0.02% 268
2024
Q2 		$1.89M Sell
12,768
-926
-7% -$146K 0.02% 212
2024
Q1 		$2.43M Sell
13,694
-369
-3% -$56.1K 0.03% 174
2023
Q4 		$2M Buy
14,063
+590
+4% +$72K 0.03% 192
2023
Q3 		$1.49M Buy
13,473
+1,750
+15% +$222K 0.02% 206
2023
Q2 		$1.55M Buy
11,723
+350
+3% +$51.9K 0.03% 180
2023
Q1 		$1.88M Buy
11,373
+546
+5% +$89.8K 0.03% 160
2022
Q4 		$1.61M Buy
10,827
+1,360
+14% +$213K 0.03% 181
2022
Q3 		$1.41M Sell
9,467
-95
-1% -$15.2K 0.03% 183
2022
Q2 		$1.35M Buy
9,562
+1,691
+21% +$324K 0.03% 184
2022
Q1 		$1.67M Sell
7,871
-2,711
-26% -$587K 0.04% 141
2021
Q4 		$2.45M Sell
10,582
-2,980
-22% -$725K 0.05% 127
2021
Q3 		$3.1M Buy
13,562
+5,078
+60% +$1.27M 0.06% 121
2021
Q2 		$2.05M Sell
8,484
-5,738
-40% -$1.26M 0.05% 107
2021
Q1 		$2.82M Sell
14,222
-167
-1% -$31.3K 0.07% 134
2020
Q4 		$2.54M Buy
14,389
+8,195
+132% +$1.37M 0.08% 113
2020
Q3 		$975K Sell
6,194
-487
-7% -$66.8K 0.06% 127
2020
Q2 		$801K Sell
6,681
-14,582
-69% -$1.66M 0.06% 118
2020
Q1 		$1.98M Buy
21,263
+14,122
+198% +$1.57M 0.08% 126
2019
Q4 		$916K Buy
7,141
+152
+2% +$17.8K 0.07% 66
2019
Q3 		$747K Buy
6,989
+3,157
+82% +$300K 0.06% 60
2019
Q2 		$332K Buy
+3,832
New +$310K 0.03% 66
2019
Q1 		– Sell
-836
Closed -$55K – 709
2018
Q4 		$55K Buy
+836
New +$64.3K 0.01% 172

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

Wealthspire Advisors (New York)'s TGT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Target (TGT) stake by 49% in Q1 2026, selling an estimated $493K and leaving 4,579 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Wealthspire Advisors (New York) first reported a position in TGT in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.1M in Q3 2021. 1,842 funds tracked by Wall St. Rank hold TGT as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,579 shares of Target worth $555K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,370 Target shares in Q1 2026, an estimated $493K.
  • Target made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #545 holding.
  • Wealthspire Advisors (New York) first reported a position in Target in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Target position peaked at $3.1M in Q3 2021.
  • 1,842 funds tracked by Wall St. Rank held Target as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.