Creative Planning’s Tapestry TPR Stock Holding History

Creative Planning’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
2016 Q3	–	Sell	-2,300	Closed	-$31K	–	4729
2016 Q2	$31K	Buy	+2,300	New	+$90.6K	﹤0.01%	2476
2015 Q4	–	Sell	-4,800	Closed	-$26K	–	4577
2015 Q3	$26K	Sell	4,800 -20,200	-81%	-$624K	﹤0.01%	2532
2015 Q2	$63K	Buy	25,000 +22,700	+987%	+$868K	﹤0.01%	1018
2015 Q1	$43K	Buy	2,300 +600	+35%	+$23.9K	﹤0.01%	2122
2014 Q4	$25K	Buy	+1,700	New	+$59.9K	﹤0.01%	2506

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 $3.38T AUM 44.17% 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

Creative Planning's TPR Position: Q2 2026 in Review

Creative Planning increased its Tapestry (TPR) stake by 62% in Q2 2026, buying an estimated $5.4M and bringing the position to 98,118 shares worth $14.4M. The position accounts for 0.01% of the portfolio, ranked #654.

Creative Planning first reported a position in TPR in Q2 2013 and has held it in 53 quarters since. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Creative Planning held 98,118 shares of Tapestry worth $14.4M as of Q2 2026.
Creative Planning bought 37,708 Tapestry shares in Q2 2026, an estimated $5.4M.
Tapestry made up 0.01% of Creative Planning's portfolio in Q2 2026, its #654 holding.
Creative Planning first reported a position in Tapestry in Q2 2013 and has held it in 53 quarters since.
1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.