Mount Yale Investment Advisors’s Tapestry TPR Stock Holding History

Mount Yale Investment 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	$946K	Buy	6,462 +3,391	+110%	+$486K	0.02%	598
2026 Q1	$433K	Buy	+3,071	New	+$435K	0.01%	766
2025 Q3	–	Sell	-511	Closed	-$44.9K	–	1522
2025 Q2	$44.9K	Buy	+511	New	+$38.7K	﹤0.01%	845
2021 Q4	–	Sell	-6,561	Closed	-$243K	–	491
2021 Q3	$243K	Sell	6,561 -2,079	-24%	-$85.5K	0.03%	406
2021 Q2	$376K	Buy	8,640 +95	+1%	+$4.24K	0.05%	290
2021 Q1	$352K	Sell	8,545 -320	-4%	-$12.3K	0.05%	290
2020 Q4	$276K	Buy	+8,865	New	+$224K	0.04%	313
2018 Q4	–	Sell	-1,225	Closed	-$52K	–	740
2018 Q3	$52K	Sell	1,225 -300	-20%	-$14.7K	0.01%	591
2018 Q2	$71K	Hold	1,525	–	–	0.01%	558
2018 Q1	$80K	Buy	+1,525	New	+$75.3K	0.02%	518

Other funds holding TPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mount Yale Investment Advisors's TPR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Tapestry (TPR) stake by 110% in Q2 2026, buying an estimated $486K and bringing the position to 6,462 shares worth $946K. The position accounts for 0.02% of the portfolio, ranked #598.

Mount Yale Investment Advisors first reported a position in TPR in Q1 2018 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Mount Yale Investment Advisors held 6,462 shares of Tapestry worth $946K as of Q2 2026.
Mount Yale Investment Advisors bought 3,391 Tapestry shares in Q2 2026, an estimated $486K.
Tapestry made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #598 holding.
Mount Yale Investment Advisors first reported a position in Tapestry in Q1 2018 and has held it in 10 quarters since.
1,103 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.