1858 Wealth Management’s Tapestry TPR Stock Holding History

1858 Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$382K	Sell	3,372 -463	-12%	-$48.4K	0.27%	64
2025 Q2	$337K	Buy	3,835 +95	+3%	+$7.19K	0.25%	72
2025 Q1	$263K	Sell	3,740 -2,314	-38%	-$175K	0.22%	90
2024 Q4	$396K	Buy	6,054 +60	+1%	+$3.27K	0.31%	74
2024 Q3	$282K	Sell	5,994 -74	-1%	-$3.05K	0.23%	83
2024 Q2	$260K	Sell	6,068 -1,531	-20%	-$64K	0.22%	88
2024 Q1	$280K	Hold	7,599	–	–	0.27%	87
2023 Q4	$280K	Buy	+7,599	New	+$234K	0.27%	87

Other funds holding TPR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

1858 Wealth Management's TPR Position: Q3 2025 in Review

1858 Wealth Management reduced its Tapestry (TPR) stake by 12% in Q3 2025, selling an estimated $48.4K and leaving 3,372 shares worth $382K. The position accounts for 0.27% of the portfolio, ranked #64.

1858 Wealth Management first reported a position in TPR in Q4 2023 and has held it in 8 quarters since. The position peaked at $396K in Q4 2024. 951 funds tracked by Wall St. Rank hold TPR as of Q3 2025.

1858 Wealth Management held 3,372 shares of Tapestry worth $382K as of Q3 2025.
1858 Wealth Management sold 463 Tapestry shares in Q3 2025, an estimated $48.4K.
Tapestry made up 0.27% of 1858 Wealth Management's portfolio in Q3 2025, its #64 holding.
1858 Wealth Management first reported a position in Tapestry in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Tapestry position peaked at $396K in Q4 2024.
951 funds tracked by Wall St. Rank held Tapestry as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.