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Schwarz Dygos Wheeler Investment Advisors’s Tapestry TPR Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$237K Hold
1,681
– – 0.05% 149
2025
Q4 		$215K Buy
+1,681
New +$192K 0.04% 161

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

Schwarz Dygos Wheeler Investment Advisors's TPR Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Tapestry (TPR) position steady in Q1 2026 at 1,681 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #149.

Schwarz Dygos Wheeler Investment Advisors first reported a position in TPR in Q4 2025 and has held it in 2 quarters since. 1,079 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,681 shares of Tapestry worth $237K as of Q1 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Tapestry share count unchanged in Q1 2026.
  • Tapestry made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Tapestry in Q4 2025 and has held it in 2 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.