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GeoWealth Management’s Tapestry TPR Stock Holding History

GeoWealth 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 		$390K Sell
2,665
-3
-0.1% -$430 0.01% 571
2026
Q1 		$376K Sell
2,668
-349
-12% -$49.5K 0.01% 539
2025
Q4 		$385K Sell
3,017
-284
-9% -$32.5K 0.01% 500
2025
Q3 		$374K Buy
3,301
+353
+12% +$36.9K 0.01% 522
2025
Q2 		$259K Buy
2,948
+334
+13% +$25.3K 0.01% 584
2025
Q1 		$184K Sell
2,614
-4,379
-63% -$331K 0.01% 678
2024
Q4 		$457K Buy
6,993
+3,320
+90% +$181K 0.01% 491
2024
Q3 		$173K Sell
3,673
-251
-6% -$10.4K 0.01% 755
2024
Q2 		$168K Sell
3,924
-822
-17% -$34.4K 0.01% 722
2024
Q1 		$225K Buy
4,746
+1,320
+39% +$56.6K 0.01% 648
2023
Q4 		$126K Buy
3,426
+536
+19% +$16.5K 0.01% 560
2023
Q3 		$84K Buy
2,890
+330
+13% +$12.1K 0.01% 353
2023
Q2 		$110K Buy
2,560
+309
+14% +$12.9K 0.01% 282
2023
Q1 		$96K Sell
2,251
-803
-26% -$34.5K 0.01% 244
2022
Q4 		$116K Buy
3,054
+51
+2% +$1.75K 0.01% 268
2022
Q3 		$85K Buy
3,003
+2,367
+372% +$79.1K 0.01% 275
2022
Q2 		$18K Buy
636
+284
+81% +$9.29K ﹤0.01% 310
2022
Q1 		$14K Buy
+352
New +$13.5K ﹤0.01% 385

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

GeoWealth Management's TPR Position: Q2 2026 in Review

GeoWealth Management reduced its Tapestry (TPR) stake by 0.11% in Q2 2026, selling an estimated $430 and leaving 2,665 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #571.

GeoWealth Management first reported a position in TPR in Q1 2022 and has held it in 18 quarters since. The position peaked at $457K in Q4 2024. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • GeoWealth Management held 2,665 shares of Tapestry worth $390K as of Q2 2026.
  • GeoWealth Management sold 3 Tapestry shares in Q2 2026, an estimated $430.
  • Tapestry made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #571 holding.
  • GeoWealth Management first reported a position in Tapestry in Q1 2022 and has held it in 18 quarters since.
  • GeoWealth Management's Tapestry position peaked at $457K in Q4 2024.
  • 1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.