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Institute for Wealth Management’s Tapestry TPR Stock Holding History

Institute for 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 		$77.1K Buy
+527
New +$75.5K 0.01% 760
2018
Q2 		– Sell
-9,631
Closed -$479K – 244
2018
Q1 		$479K Buy
9,631
+4,671
+94% +$231K 0.14% 199
2017
Q4 		$223K Buy
+4,960
New +$204K 0.05% 342

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's TPR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Tapestry (TPR) in Q2 2026: 527 shares worth $77.1K. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TPR as recently as Q1 2018.

Institute for Wealth Management first reported a position in TPR in Q4 2017 and has held it in 3 quarters since. The position peaked at $479K in Q1 2018. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Institute for Wealth Management held 527 shares of Tapestry worth $77.1K as of Q2 2026.
  • Tapestry was a new Institute for Wealth Management position in Q2 2026.
  • Tapestry made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #760 holding.
  • Institute for Wealth Management first reported a position in Tapestry in Q4 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Tapestry position peaked at $479K in Q1 2018.
  • 1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.