OWA
TPR icon

Outlook Wealth Advisors’s Tapestry TPR Stock Holding History

Outlook Wealth 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 		$903K Sell
6,397
-315
-5% -$44.6K 0.22% 97
2025
Q4 		$858K Sell
6,712
-6,376
-49% -$729K 0.19% 99
2025
Q3 		$1.48M Sell
13,088
-431
-3% -$45.1K 0.37% 58
2025
Q2 		$1.19M Sell
13,519
-52
-0.4% -$3.94K 0.31% 60
2025
Q1 		$956K Sell
13,571
-157
-1% -$11.9K 0.27% 74
2024
Q4 		$897K Sell
13,728
-317
-2% -$17.3K 0.26% 77
2024
Q3 		$660K Buy
14,045
+130
+0.9% +$5.36K 0.19% 110
2024
Q2 		$595K Sell
13,915
-168
-1% -$7.02K 0.19% 113
2024
Q1 		$669K Sell
14,083
-944
-6% -$40.5K 0.21% 102
2023
Q4 		$553K Sell
15,027
-3,111
-17% -$95.8K 0.19% 111
2023
Q3 		$521K Buy
18,138
+612
+3% +$22.4K 0.2% 120
2023
Q2 		$750K Buy
17,526
+1,805
+11% +$75.1K 0.28% 90
2023
Q1 		$678K Buy
15,721
+280
+2% +$12K 0.3% 87
2022
Q4 		$588K Buy
15,441
+30
+0.2% +$1.03K 0.28% 97
2022
Q3 		$438K Buy
15,411
+126
+0.8% +$4.21K 0.2% 123
2022
Q2 		$467K Buy
15,285
+512
+3% +$16.8K 0.19% 128
2022
Q1 		$548K Buy
+14,773
New +$566K 0.18% 129

Other funds holding TPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Outlook Wealth Advisors's TPR Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Tapestry (TPR) stake by 4.7% in Q1 2026, selling an estimated $44.6K and leaving 6,397 shares worth $903K. The position accounts for 0.22% of the portfolio, ranked #97.

Outlook Wealth Advisors first reported a position in TPR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.48M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Outlook Wealth Advisors held 6,397 shares of Tapestry worth $903K as of Q1 2026.
  • Outlook Wealth Advisors sold 315 Tapestry shares in Q1 2026, an estimated $44.6K.
  • Tapestry made up 0.22% of Outlook Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • Outlook Wealth Advisors first reported a position in Tapestry in Q1 2022 and has held it in 17 quarters since.
  • Outlook Wealth Advisors's Tapestry position peaked at $1.48M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.