PWMG
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Private Wealth Management Group’s Tapestry TPR Stock Holding History

Private Wealth Management 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
Q1 		$5.79K Hold
41
– – ﹤0.01% 717
2025
Q4 		$5.24K Hold
41
– – ﹤0.01% 749
2025
Q3 		$4.64K Hold
41
– – ﹤0.01% 818
2025
Q2 		$3.6K Hold
41
– – ﹤0.01% 887
2025
Q1 		$2.89K Hold
41
– – ﹤0.01% 933
2024
Q4 		$2.68K Hold
41
– – ﹤0.01% 982
2024
Q3 		$1.93K Hold
41
– – ﹤0.01% 1076
2024
Q2 		$1.75K Hold
41
– – ﹤0.01% 1098
2024
Q1 		$1.95K Hold
41
– – ﹤0.01% 979
2023
Q4 		$1.51K Buy
+41
New +$1.26K ﹤0.01% 1100

Other funds holding TPR

BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return