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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Optimist Retirement Group's TPR Position: Q2 2026 in Review

Optimist Retirement Group increased its Tapestry (TPR) stake by 5.1% in Q2 2026, buying an estimated $25.2K and bringing the position to 3,625 shares worth $531K. The position accounts for 0.2% of the portfolio, ranked #75.

Optimist Retirement Group first reported a position in TPR in Q1 2025 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Optimist Retirement Group held 3,625 shares of Tapestry worth $531K as of Q2 2026.
  • Optimist Retirement Group bought 176 Tapestry shares in Q2 2026, an estimated $25.2K.
  • Tapestry made up 0.2% of Optimist Retirement Group's portfolio in Q2 2026, its #75 holding.
  • Optimist Retirement Group first reported a position in Tapestry in Q1 2025 and has held it in 6 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.