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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's TPR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Tapestry (TPR) in Q1 2026: 3,071 shares worth $433K. The stake represents 0.01% of the portfolio and ranks #766 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TPR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in TPR in Q1 2018 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

Mount Yale Investment Advisors held 3,071 shares of Tapestry worth $433K as of Q1 2026.
Tapestry was a new Mount Yale Investment Advisors position in Q1 2026.
Tapestry made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #766 holding.
Mount Yale Investment Advisors first reported a position in Tapestry in Q1 2018 and has held it in 9 quarters since.
1,080 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.