Concord Wealth Partners’s Tapestry TPR Stock Holding History

Concord Wealth Partners’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 Q2	$45.7K	Buy	+312	New	+$44.7K	0.01%	379
2026 Q1	–	Sell	-311	Closed	-$39.7K	–	732
2025 Q4	$39.7K	Buy	311 +1	+0.3%	+$114	0.01%	355
2025 Q3	$35K	Buy	310 +2	+0.6%	+$209	﹤0.01%	387
2025 Q2	$27.1K	Buy	308 +1	+0.3%	+$76	﹤0.01%	427
2025 Q1	$21.6K	Buy	307 +1	+0.3%	+$76	﹤0.01%	427
2024 Q4	$20K	Buy	306 +2	+0.7%	+$109	﹤0.01%	454
2024 Q3	$14.3K	Buy	304 +2	+0.7%	+$83	﹤0.01%	513
2024 Q2	$12.9K	Buy	302 +3	+1%	+$125	﹤0.01%	477
2024 Q1	$14.2K	Buy	299 +2	+0.7%	+$86	﹤0.01%	536
2023 Q4	$10.9K	Buy	297 +3	+1%	+$92	﹤0.01%	557
2023 Q3	$8.46K	Buy	294 +3	+1%	+$110	﹤0.01%	644
2023 Q2	$12.4K	Buy	291 +2	+0.7%	+$83	﹤0.01%	578
2023 Q1	$12.4K	Buy	289 +2	+0.7%	+$86	﹤0.01%	560
2022 Q4	$10.9K	Buy	+287	New	+$9.83K	﹤0.01%	623
2022 Q3	–	Sell	-282	Closed	-$9K	–	1060
2022 Q2	$9K	Buy	282 +3	+1%	+$98	﹤0.01%	713
2022 Q1	$10K	Buy	279 +2	+0.7%	+$77	﹤0.01%	788
2021 Q4	$11K	Buy	+277	New	+$11.4K	﹤0.01%	766

Other funds holding TPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Concord Wealth Partners's TPR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Tapestry (TPR) in Q2 2026: 312 shares worth $45.7K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TPR as recently as Q4 2025.

Concord Wealth Partners first reported a position in TPR in Q4 2021 and has held it in 17 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Concord Wealth Partners held 312 shares of Tapestry worth $45.7K as of Q2 2026.
Tapestry was a new Concord Wealth Partners position in Q2 2026.
Tapestry made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #379 holding.
Concord Wealth Partners first reported a position in Tapestry in Q4 2021 and has held it in 17 quarters since.
1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.