HWA
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Heritage Wealth Advisors’s Tapestry TPR Stock Holding History

Heritage 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 		$10.8K Hold
74
– – ﹤0.01% 518
2026
Q1 		$10.4K Hold
74
– – ﹤0.01% 516
2025
Q4 		$9.46K Hold
74
– – ﹤0.01% 460
2025
Q3 		$8.38K Hold
74
– – ﹤0.01% 439
2025
Q2 		$6.5K Hold
74
– – ﹤0.01% 447
2025
Q1 		$5.21K Sell
74
-16
-18% -$1.21K ﹤0.01% 454
2024
Q4 		$5.88K Buy
90
+16
+22% +$873 ﹤0.01% 478
2024
Q3 		$3.48K Buy
+74
New +$3.05K ﹤0.01% 514
2021
Q3 		– Sell
-18
Closed -$783 – 571
2021
Q2 		$783 Hold
18
– – ﹤0.01% 539
2021
Q1 		$742 Hold
18
– – ﹤0.01% 546
2020
Q4 		$1K Buy
+18
New +$456 ﹤0.01% 533

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

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

Heritage Wealth Advisors held its Tapestry (TPR) position steady in Q2 2026 at 74 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Heritage Wealth Advisors first reported a position in TPR in Q4 2020 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Heritage Wealth Advisors held 74 shares of Tapestry worth $10.8K as of Q2 2026.
  • Heritage Wealth Advisors left its Tapestry share count unchanged in Q2 2026.
  • Tapestry made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #518 holding.
  • Heritage Wealth Advisors first reported a position in Tapestry in Q4 2020 and has held it in 11 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.