Baker Tilly Wealth Management’s Tapestry TPR Stock Holding History

Baker Tilly 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
2026 Q3	$211K	Buy	1,830 +15	+0.8%	+$2K	0.04%	274
2026 Q2	$266K	Buy	1,815 +2	+0.1%	+$287	0.06%	238
2026 Q1	$256K	Sell	1,813 -69	-4%	-$9.78K	0.06%	232
2025 Q4	$240K	Buy	+1,882	New	+$215K	0.06%	248
2024 Q2	–	Sell	-5,662	Closed	-$269K	–	405
2024 Q1	$269K	Sell	5,662 -24	-0.4%	-$1.03K	0.05%	365
2023 Q4	$209K	Buy	+5,686	New	+$175K	0.03%	445
2023 Q3	–	Sell	-5,161	Closed	-$221K	–	546
2023 Q2	$221K	Sell	5,161 -5	-0.1%	-$208	0.02%	508
2023 Q1	$223K	Buy	+5,166	New	+$222K	0.03%	504
2021 Q3	–	Sell	-4,723	Closed	-$205K	–	521
2021 Q2	$205K	Buy	+4,723	New	+$211K	0.03%	480

Other funds holding TPR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Baker Tilly Wealth Management's TPR Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Tapestry (TPR) stake by 0.83% in Q3 2026, buying an estimated $2K and bringing the position to 1,830 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #274.

Baker Tilly Wealth Management first reported a position in TPR in Q2 2021 and has held it in 9 quarters since. The position peaked at $269K in Q1 2024. 27 funds tracked by Wall St. Rank hold TPR as of Q3 2026.

Baker Tilly Wealth Management held 1,830 shares of Tapestry worth $211K as of Q3 2026.
Baker Tilly Wealth Management bought 15 Tapestry shares in Q3 2026, an estimated $2K.
Tapestry made up 0.04% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #274 holding.
Baker Tilly Wealth Management first reported a position in Tapestry in Q2 2021 and has held it in 9 quarters since.
Baker Tilly Wealth Management's Tapestry position peaked at $269K in Q1 2024.
27 funds tracked by Wall St. Rank held Tapestry as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.