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Physician Wealth Advisors’s Tapestry TPR Stock Holding History

Physician 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
Q2 		$2.93K Buy
20
+4
+25% +$573 ﹤0.01% 1347
2026
Q1 		$2.26K Buy
16
+10
+167% +$1.42K ﹤0.01% 1296
2025
Q4 		$767 Hold
6
– – ﹤0.01% 1722
2025
Q3 		$680 Buy
+6
New +$628 ﹤0.01% 1738

Other funds holding TPR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Physician Wealth Advisors's TPR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Tapestry (TPR) stake by 25% in Q2 2026, buying an estimated $573 and bringing the position to 20 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Physician Wealth Advisors first reported a position in TPR in Q3 2025 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Physician Wealth Advisors held 20 shares of Tapestry worth $2.93K as of Q2 2026.
  • Physician Wealth Advisors bought 4 Tapestry shares in Q2 2026, an estimated $573.
  • Tapestry made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1347 holding.
  • Physician Wealth Advisors first reported a position in Tapestry in Q3 2025 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.