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EP Wealth Advisors’s Tapestry TPR Stock Holding History

EP Wealth Advisors’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 		$819K Buy
5,595
+630
+13% +$90.3K ﹤0.01% 820
2026
Q1 		$701K Buy
4,965
+348
+8% +$49.3K ﹤0.01% 764
2025
Q4 		$590K Buy
+4,617
New +$528K ﹤0.01% 809

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

EP Wealth Advisors's TPR Position: Q2 2026 in Review

EP Wealth Advisors increased its Tapestry (TPR) stake by 13% in Q2 2026, buying an estimated $90.3K and bringing the position to 5,595 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

EP Wealth Advisors first reported a position in TPR in Q4 2025 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • EP Wealth Advisors held 5,595 shares of Tapestry worth $819K as of Q2 2026.
  • EP Wealth Advisors bought 630 Tapestry shares in Q2 2026, an estimated $90.3K.
  • Tapestry made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #820 holding.
  • EP Wealth Advisors first reported a position in Tapestry in Q4 2025 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.