LWAM
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Legacy Wealth Asset Management’s Tapestry TPR Stock Holding History

Legacy Wealth Asset 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 		$1.12M Sell
7,644
-236
-3% -$33.8K 0.25% 111
2026
Q1 		$1.11M Sell
7,880
-12
-0.2% -$1.7K 0.27% 101
2025
Q4 		$1.01M Sell
7,892
-863
-10% -$98.6K 0.25% 116
2025
Q3 		$991K Buy
8,755
+958
+12% +$100K 0.24% 115
2025
Q2 		$685K Buy
7,797
+1,176
+18% +$89.1K 0.17% 174
2025
Q1 		$466K Buy
6,621
+1,387
+26% +$105K 0.13% 249
2024
Q4 		$342K Buy
+5,234
New +$286K 0.09% 286

Other funds holding TPR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return