EverSource Wealth Advisors’s Tapestry TPR Stock Holding History

EverSource 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	$741K	Sell	5,061 -2,057	-29%	-$295K	0.03%	430
2026 Q1	$1M	Buy	7,118 +344	+5%	+$48.8K	0.03%	377
2025 Q4	$865K	Buy	6,774 +182	+3%	+$20.8K	0.03%	380
2025 Q3	$746K	Buy	6,592 +938	+17%	+$98.2K	0.03%	382
2025 Q2	$496K	Sell	5,654 -16,662	-75%	-$1.26M	0.02%	455
2025 Q1	$1.57M	Buy	22,316 +9,124	+69%	+$691K	0.09%	185
2024 Q4	$862K	Buy	13,192 +620	+5%	+$33.8K	0.05%	264
2024 Q3	$591K	Sell	12,572 -1,454	-10%	-$60K	0.04%	298
2024 Q2	$562K	Buy	14,026 +11,725	+510%	+$490K	0.04%	290
2024 Q1	$91.9K	Buy	2,301 +1,060	+85%	+$45.5K	0.01%	740
2023 Q4	$45.7K	Buy	1,241 +1,209	+3,778%	+$37.2K	﹤0.01%	933
2023 Q3	$920	Sell	32 -165	-84%	-$6.04K	﹤0.01%	2266
2023 Q2	$8.43K	Sell	197 -59	-23%	-$2.46K	﹤0.01%	1514
2023 Q1	$11K	Sell	256 -46	-15%	-$1.97K	﹤0.01%	1311
2022 Q4	$11.5K	Buy	302 +167	+124%	+$5.72K	﹤0.01%	1277
2022 Q3	$4K	Buy	135 +82	+155%	+$2.74K	﹤0.01%	1478
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	1575
2022 Q1	$2K	Sell	53 -52	-50%	-$1.99K	﹤0.01%	1591
2021 Q4	$4K	Buy	+105	New	+$4.32K	﹤0.01%	1363

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its Tapestry (TPR) stake by 29% in Q2 2026, selling an estimated $295K and leaving 5,061 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #430.

EverSource Wealth Advisors first reported a position in TPR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2025. 1,092 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

EverSource Wealth Advisors held 5,061 shares of Tapestry worth $741K as of Q2 2026.
EverSource Wealth Advisors sold 2,057 Tapestry shares in Q2 2026, an estimated $295K.
Tapestry made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #430 holding.
EverSource Wealth Advisors first reported a position in Tapestry in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Tapestry position peaked at $1.57M in Q1 2025.
1,092 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.