Optimist Retirement Group
TPR icon

Optimist Retirement Group’s Tapestry TPR Stock Holding History

Optimist Retirement Group’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
Q3 		$417K Hold
3,625
– – 0.17% 85
2026
Q2 		$531K Buy
3,625
+176
+5% +$25.2K 0.2% 75
2026
Q1 		$487K Buy
3,449
+29
+0.8% +$4.11K 0.21% 63
2025
Q4 		$437K Hold
3,420
– – 0.2% 63
2025
Q3 		$387K Sell
3,420
-481
-12% -$50.3K 0.18% 70
2025
Q2 		$343K Buy
3,901
+416
+12% +$31.5K 0.16% 71
2025
Q1 		$245K Buy
+3,485
New +$264K 0.12% 90

Other funds holding TPR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Optimist Retirement Group's TPR Position: Q3 2026 in Review

Optimist Retirement Group held its Tapestry (TPR) position steady in Q3 2026 at 3,625 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #85.

Optimist Retirement Group first reported a position in TPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $531K in Q2 2026. 855 funds tracked by Wall St. Rank hold TPR as of Q3 2026.

  • Optimist Retirement Group held 3,625 shares of Tapestry worth $417K as of Q3 2026.
  • Optimist Retirement Group left its Tapestry share count unchanged in Q3 2026.
  • Tapestry made up 0.17% of Optimist Retirement Group's portfolio in Q3 2026, its #85 holding.
  • Optimist Retirement Group first reported a position in Tapestry in Q1 2025 and has held it in 7 quarters since.
  • Optimist Retirement Group's Tapestry position peaked at $531K in Q2 2026.
  • 855 funds tracked by Wall St. Rank held Tapestry as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.