DiNuzzo Private Wealth’s Tapestry TPR Stock Holding History

DiNuzzo Private Wealth’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	$3.07K	Hold	21	–	–	﹤0.01%	531
2026 Q1	$2.96K	Buy	21 +1	+5%	+$142	﹤0.01%	517
2025 Q4	$2.56K	Buy	20 +2	+11%	+$229	﹤0.01%	558
2025 Q3	$1.83K	Hold	18	–	–	﹤0.01%	665
2025 Q2	$1.58K	Buy	18 +5	+38%	+$379	﹤0.01%	687
2025 Q1	$916	Sell	13 -13	-50%	-$984	﹤0.01%	854
2024 Q4	$1.7K	Hold	26	–	–	﹤0.01%	654
2024 Q3	$1.22K	Hold	26	–	–	﹤0.01%	786
2024 Q2	$1.11K	Sell	26 -1	-4%	-$42	﹤0.01%	751
2024 Q1	$1.28K	Buy	27 +1	+4%	+$43	﹤0.01%	639
2023 Q4	$958	Buy	+26	New	+$800	﹤0.01%	720

Other funds holding TPR

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return