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Integrated Wealth Concepts’s Tapestry TPR Stock Holding History

Integrated Wealth Concepts’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
Q1 		$2.03M Buy
14,398
+8,457
+142% +$1.2M 0.02% 737
2025
Q4 		$759K Sell
5,941
-8,485
-59% -$970K 0.01% 897
2025
Q3 		$1.63M Sell
14,426
-3,423
-19% -$358K 0.01% 760
2025
Q2 		$1.57M Buy
17,849
+10,945
+159% +$829K 0.02% 715
2025
Q1 		$486K Sell
6,904
-2,195
-24% -$166K 0.01% 1156
2024
Q4 		$594K Sell
9,099
-10,596
-54% -$578K 0.01% 1050
2024
Q3 		$925K Buy
19,695
+2,885
+17% +$119K 0.01% 838
2024
Q2 		$719K Buy
16,810
+661
+4% +$27.6K 0.01% 897
2024
Q1 		$767K Sell
16,149
-2,619
-14% -$112K 0.01% 868
2023
Q4 		$691K Buy
+18,768
New +$578K 0.01% 869

Other funds holding TPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Concepts's TPR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Tapestry (TPR) stake by 142% in Q1 2026, buying an estimated $1.2M and bringing the position to 14,398 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #737.

Integrated Wealth Concepts first reported a position in TPR in Q4 2023 and has held it in 10 quarters since. 1,078 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Integrated Wealth Concepts held 14,398 shares of Tapestry worth $2.03M as of Q1 2026.
  • Integrated Wealth Concepts bought 8,457 Tapestry shares in Q1 2026, an estimated $1.2M.
  • Tapestry made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #737 holding.
  • Integrated Wealth Concepts first reported a position in Tapestry in Q4 2023 and has held it in 10 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.