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 $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's TPR Position: Q1 2026 in Review

Creative Planning increased its Tapestry (TPR) stake by 24% in Q1 2026, buying an estimated $1.66M and bringing the position to 60,410 shares worth $8.52M. The position accounts for 0.01% of the portfolio, ranked #803.

Creative Planning first reported a position in TPR in Q2 2013 and has held it in 52 quarters since. 1,078 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

Creative Planning held 60,410 shares of Tapestry worth $8.52M as of Q1 2026.
Creative Planning bought 11,733 Tapestry shares in Q1 2026, an estimated $1.66M.
Tapestry made up 0.01% of Creative Planning's portfolio in Q1 2026, its #803 holding.
Creative Planning first reported a position in Tapestry in Q2 2013 and has held it in 52 quarters since.
1,078 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.