Optimize Financial’s Tapestry TPR Stock Holding History

Optimize Financial’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	$648K	Sell	4,430 -15	-0.3%	-$2.15K	0.23%	78
2026 Q1	$627K	Buy	+4,445	New	+$630K	0.31%	55

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 $3.37T AUM 44.26% 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

Optimize Financial's TPR Position: Q2 2026 in Review

Optimize Financial reduced its Tapestry (TPR) stake by 0.34% in Q2 2026, selling an estimated $2.15K and leaving 4,430 shares worth $648K. The position accounts for 0.23% of the portfolio, ranked #78.

Optimize Financial first reported a position in TPR in Q1 2026 and has held it in 2 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Optimize Financial held 4,430 shares of Tapestry worth $648K as of Q2 2026.
Optimize Financial sold 15 Tapestry shares in Q2 2026, an estimated $2.15K.
Tapestry made up 0.23% of Optimize Financial's portfolio in Q2 2026, its #78 holding.
Optimize Financial first reported a position in Tapestry in Q1 2026 and has held it in 2 quarters since.
1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.