Lido Advisors
TPR icon

Lido Advisors’s Tapestry TPR Stock Holding History

Lido 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
Q1 		$1.08M Buy
7,640
+4,117
+117% +$584K ﹤0.01% 938
2025
Q4 		$403K Buy
3,523
+63
+2% +$7.2K ﹤0.01% 1397
2025
Q3 		$392K Sell
3,460
-5,206
-60% -$545K ﹤0.01% 1342
2025
Q2 		$761K Sell
8,666
-2,895
-25% -$219K ﹤0.01% 953
2025
Q1 		$814K Sell
11,561
-301
-3% -$22.8K ﹤0.01% 853
2024
Q4 		$775K Buy
11,862
+7,103
+149% +$388K ﹤0.01% 857
2024
Q3 		$224K Buy
+4,759
New +$196K ﹤0.01% 1283
2024
Q2 		– Sell
-4,326
Closed -$205K – 1481
2024
Q1 		$205K Buy
+4,326
New +$186K ﹤0.01% 1253
2021
Q3 		– Sell
-6,066
Closed -$264K – 1021
2021
Q2 		$264K Buy
+6,066
New +$271K 0.01% 766
2017
Q1 		– Sell
-7,500
Closed -$263K – 273
2016
Q4 		$263K Buy
+7,500
New +$274K 0.06% 155

Other funds holding TPR

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return