West Branch Capital’s Target TGT Stock Holding History

West Branch Capital’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 Q2	–	Sell	-102	Closed	-$10.6K	–	530
2025 Q1	$10.6K	Hold	102	–	–	﹤0.01%	276
2024 Q4	$13.8K	Sell	102 -64	-39%	-$9.17K	﹤0.01%	245
2024 Q3	$25.9K	Buy	166 +2	+1%	+$298	0.01%	206
2024 Q2	$24.3K	Hold	164	–	–	0.01%	211
2024 Q1	$29.1K	Sell	164 -65	-28%	-$9.89K	0.01%	198
2023 Q4	$32.6K	Buy	229 +65	+40%	+$7.93K	0.02%	189
2023 Q3	$18.1K	Hold	164	–	–	0.01%	235
2023 Q2	$21.6K	Sell	164 -200	-55%	-$29.7K	0.01%	221
2023 Q1	$60.3K	Buy	364 +200	+122%	+$32.9K	0.03%	153
2022 Q4	$24.4K	Hold	164	–	–	0.02%	212
2022 Q3	$24K	Hold	164	–	–	0.01%	214
2022 Q2	$23K	Hold	164	–	–	0.01%	216
2022 Q1	$35K	Hold	164	–	–	0.02%	207
2021 Q4	$38K	Buy	164 +100	+156%	+$24.3K	0.02%	218
2021 Q3	$15K	Hold	64	–	–	0.01%	270
2021 Q2	$15K	Buy	+64	New	+$14K	0.01%	283

Other funds holding TGT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

West Branch Capital's TGT Position: Q2 2025 in Review

West Branch Capital sold out of Target (TGT) in Q2 2025, closing a stake of 102 shares — an estimated $10.6K sold.

West Branch Capital first reported a position in TGT in Q2 2021 and held it in 16 quarters. The position peaked at $60.3K in Q1 2023. 1,756 funds tracked by Wall St. Rank hold TGT as of Q2 2025.

West Branch Capital reported no remaining Target position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 102 Target shares in Q2 2025, an estimated $10.6K.
West Branch Capital first reported a position in Target in Q2 2021 and held it in 16 quarters.
West Branch Capital's Target position peaked at $60.3K in Q1 2023.
1,756 funds tracked by Wall St. Rank held Target as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.