WANY
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Wealthspire Advisors (New York)’s Targa Resources TRGP Stock Holding History

Wealthspire Advisors (New York)’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 		$290K Sell
1,155
-172
-13% -$37.3K ﹤0.01% 740
2025
Q4 		$245K Buy
1,327
+1,114
+523% +$188K ﹤0.01% 888
2025
Q3 		$35.7K Buy
+213
New +$35.5K ﹤0.01% 1372
2022
Q1 		– Sell
-8,507
Closed -$444K – 543
2021
Q4 		$444K Sell
8,507
-444
-5% -$23.8K 0.01% 343
2021
Q3 		$440K Buy
+8,951
New +$394K 0.01% 380
2019
Q1 		– Sell
-150
Closed -$5K – 720
2018
Q4 		$5K Buy
+150
New +$7.26K ﹤0.01% 657

Other funds holding TRGP

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VCM
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State Street
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VPM
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Harris Associates
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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 $24.2B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return