CAL
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Capital Advisors Ltd’s Tapestry TPR Stock Holding History

Capital Advisors Ltd’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 		$29K Sell
207
-1,321
-86% -$187K ﹤0.01% 604
2025
Q4 		$282K Buy
1,528
+1,321
+638% +$151K 0.03% 248
2025
Q3 		$23K Hold
207
– – ﹤0.01% 624
2025
Q2 		$18K Buy
207
+7
+4% +$530 ﹤0.01% 656
2025
Q1 		$14K Hold
200
– – ﹤0.01% 701
2024
Q4 		$13K Hold
200
– – ﹤0.01% 729
2024
Q3 		$9K Hold
200
– – ﹤0.01% 803
2024
Q2 		$9K Buy
200
+185
+1,233% +$7.73K ﹤0.01% 784
2024
Q1 		$1K Buy
+15
New +$644 ﹤0.01% 1278
2023
Q3 		– Sell
-15
Closed -$1K – 1476
2023
Q2 		$1K Hold
15
– – ﹤0.01% 1227
2023
Q1 		$1K Hold
15
– – ﹤0.01% 1121
2022
Q4 		$1K Sell
15
-2
-12% -$68 ﹤0.01% 1101
2022
Q3 		$0 Buy
+17
New +$568 ﹤0.01% 1524
2022
Q1 		– Sell
-11
Closed – – 1200
2021
Q4 		$0 Buy
+11
New +$452 ﹤0.01% 935

Other funds holding TPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $431B AUM 30.22% 1-Year Est. Return