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Avantra Family Wealth’s Tapestry TPR Stock Holding History

Avantra Family Wealth’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
2026
Q1 		– Sell
-1,973
Closed -$252K – 181
2025
Q4 		$252K Buy
1,973
+36
+2% +$4.12K 0.18% 137
2025
Q3 		$219K Sell
1,937
-1,200
-38% -$126K 0.16% 154
2025
Q2 		$275K Sell
3,137
-2,756
-47% -$209K 0.23% 107
2025
Q1 		$415K Sell
5,893
-1,011
-15% -$76.5K 0.4% 89
2024
Q4 		$451K Buy
+6,904
New +$377K 0.42% 90

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantra Family Wealth's TPR Position: Q1 2026 in Review

Avantra Family Wealth sold out of Tapestry (TPR) in Q1 2026, closing a stake of 1,973 shares — an estimated $252K sold.

Avantra Family Wealth first reported a position in TPR in Q4 2024 and held it in 5 quarters. The position peaked at $451K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Avantra Family Wealth reported no remaining Tapestry position as of Q1 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 1,973 Tapestry shares in Q1 2026, an estimated $252K.
  • Avantra Family Wealth first reported a position in Tapestry in Q4 2024 and held it in 5 quarters.
  • Avantra Family Wealth's Tapestry position peaked at $451K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.