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GoalVest Advisory’s Tapestry TPR Stock Holding History

GoalVest Advisory’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
2025
Q2 		– Sell
-6
Closed -$422 – 515
2025
Q1 		$422 Buy
+6
New +$454 ﹤0.01% 377
2024
Q2 		– Sell
-2,011
Closed -$95.5K – 400
2024
Q1 		$95.5K Buy
2,011
+1,835
+1,043% +$78.7K 0.03% 145
2023
Q4 		$6.48K Hold
176
– – ﹤0.01% 280
2023
Q3 		$5.06K Buy
+176
New +$6.44K ﹤0.01% 345
2022
Q3 		– Sell
-340
Closed -$11K – 307
2022
Q2 		$11K Buy
340
+328
+2,733% +$10.7K 0.01% 249
2022
Q1 		$0 Buy
+12
New +$460 ﹤0.01% 496

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

GoalVest Advisory's TPR Position: Q2 2025 in Review

GoalVest Advisory sold out of Tapestry (TPR) in Q2 2025, closing a stake of 6 shares — an estimated $422 sold.

GoalVest Advisory first reported a position in TPR in Q1 2022 and held it in 6 quarters. The position peaked at $95.5K in Q1 2024. 873 funds tracked by Wall St. Rank hold TPR as of Q2 2025.

  • GoalVest Advisory reported no remaining Tapestry position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 6 Tapestry shares in Q2 2025, an estimated $422.
  • GoalVest Advisory first reported a position in Tapestry in Q1 2022 and held it in 6 quarters.
  • GoalVest Advisory's Tapestry position peaked at $95.5K in Q1 2024.
  • 873 funds tracked by Wall St. Rank held Tapestry as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.