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Willow Creek Wealth Management’s Target TGT Stock Holding History

Willow Creek Wealth Management’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
Q1 		– Sell
-1,742
Closed -$235K – 160
2024
Q4 		$235K Buy
1,742
+75
+4% +$10.7K 0.02% 143
2024
Q3 		$260K Buy
1,667
+19
+1% +$2.83K 0.03% 138
2024
Q2 		$244K Sell
1,648
-1
-0.1% -$157 0.03% 139
2024
Q1 		$292K Sell
1,649
-53
-3% -$8.06K 0.03% 123
2023
Q4 		$242K Buy
+1,702
New +$208K 0.03% 126
2023
Q3 		– Sell
-1,655
Closed -$218K – 143
2023
Q2 		$218K Buy
1,655
+8
+0.5% +$1.19K 0.03% 136
2023
Q1 		$273K Hold
1,647
– – 0.04% 112
2022
Q4 		$245K Hold
1,647
– – 0.04% 112
2022
Q3 		$244K Buy
+1,647
New +$264K 0.05% 104

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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Willow Creek Wealth Management's TGT Position: Q1 2025 in Review

Willow Creek Wealth Management sold out of Target (TGT) in Q1 2025, closing a stake of 1,742 shares — an estimated $235K sold.

Willow Creek Wealth Management first reported a position in TGT in Q3 2022 and held it in 9 quarters. The position peaked at $292K in Q1 2024. 1,830 funds tracked by Wall St. Rank hold TGT as of Q1 2025.

  • Willow Creek Wealth Management reported no remaining Target position as of Q1 2025 after selling out during the quarter.
  • Willow Creek Wealth Management sold 1,742 Target shares in Q1 2025, an estimated $235K.
  • Willow Creek Wealth Management first reported a position in Target in Q3 2022 and held it in 9 quarters.
  • Willow Creek Wealth Management's Target position peaked at $292K in Q1 2024.
  • 1,830 funds tracked by Wall St. Rank held Target as of Q1 2025.

Based on Willow Creek Wealth Management's 13F filing for Q1 2025, filed 17 Jul 2025.