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Perigon Wealth Management’s Tapestry TPR Stock Holding History

Perigon Wealth Management’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 		$316K Sell
2,160
-239
-10% -$34.2K 0.01% 1085
2026
Q1 		$339K Buy
2,399
+224
+10% +$31.8K 0.01% 971
2025
Q4 		$278K Sell
2,175
-1,709
-44% -$195K 0.01% 1049
2025
Q3 		$440K Buy
+3,884
New +$406K 0.01% 787

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

Perigon Wealth Management's TPR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Tapestry (TPR) stake by 10% in Q2 2026, selling an estimated $34.2K and leaving 2,160 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #1085.

Perigon Wealth Management first reported a position in TPR in Q3 2025 and has held it in 4 quarters since. The position peaked at $440K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Perigon Wealth Management held 2,160 shares of Tapestry worth $316K as of Q2 2026.
  • Perigon Wealth Management sold 239 Tapestry shares in Q2 2026, an estimated $34.2K.
  • Tapestry made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1085 holding.
  • Perigon Wealth Management first reported a position in Tapestry in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Tapestry position peaked at $440K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.