EWP
TPR icon

Elevation Wealth Partners’s Tapestry TPR Stock Holding History

Elevation 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
Q3 		$32.4K Sell
282
-15
-5% -$2K 0.01% 514
2026
Q2 		$43.5K Buy
297
+229
+337% +$32.8K 0.01% 342
2026
Q1 		$9.6K Hold
68
– – ﹤0.01% 519
2025
Q4 		$8.69K Hold
68
– – ﹤0.01% 510
2025
Q3 		$7.7K Buy
+68
New +$7.12K ﹤0.01% 416

Other funds holding TPR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's TPR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Tapestry (TPR) stake by 5.1% in Q3 2026, selling an estimated $2K and leaving 282 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #514.

Elevation Wealth Partners first reported a position in TPR in Q3 2025 and has held it in 5 quarters since. The position peaked at $43.5K in Q2 2026. 27 funds tracked by Wall St. Rank hold TPR as of Q3 2026.

  • Elevation Wealth Partners held 282 shares of Tapestry worth $32.4K as of Q3 2026.
  • Elevation Wealth Partners sold 15 Tapestry shares in Q3 2026, an estimated $2K.
  • Tapestry made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #514 holding.
  • Elevation Wealth Partners first reported a position in Tapestry in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Tapestry position peaked at $43.5K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Tapestry as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.