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Forteris Wealth Management’s Tapestry TPR Stock Holding History

Forteris Wealth Management’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 		$489K Sell
3,344
-400
-11% -$57.3K 0.4% 51
2026
Q1 		$528K Hold
3,744
– – 0.51% 46
2025
Q4 		$478K Buy
+3,744
New +$428K 0.47% 49

Other funds holding TPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Forteris Wealth Management's TPR Position: Q2 2026 in Review

Forteris Wealth Management reduced its Tapestry (TPR) stake by 11% in Q2 2026, selling an estimated $57.3K and leaving 3,344 shares worth $489K. The position accounts for 0.4% of the portfolio, ranked #51.

Forteris Wealth Management first reported a position in TPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $528K in Q1 2026. 587 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Forteris Wealth Management held 3,344 shares of Tapestry worth $489K as of Q2 2026.
  • Forteris Wealth Management sold 400 Tapestry shares in Q2 2026, an estimated $57.3K.
  • Tapestry made up 0.4% of Forteris Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Forteris Wealth Management first reported a position in Tapestry in Q4 2025 and has held it in 3 quarters since.
  • Forteris Wealth Management's Tapestry position peaked at $528K in Q1 2026.
  • 587 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.