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SHP Wealth Management’s Tapestry TPR Stock Holding History

SHP 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 		$155K Sell
1,060
-109
-9% -$15.6K 0.01% 345
2026
Q1 		$165K Sell
1,169
-35
-3% -$4.96K 0.01% 308
2025
Q4 		$154K Buy
+1,204
New +$138K 0.01% 288

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Tapestry (TPR) stake by 9.3% in Q2 2026, selling an estimated $15.6K and leaving 1,060 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #345.

SHP Wealth Management first reported a position in TPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $165K in Q1 2026. 1,103 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • SHP Wealth Management held 1,060 shares of Tapestry worth $155K as of Q2 2026.
  • SHP Wealth Management sold 109 Tapestry shares in Q2 2026, an estimated $15.6K.
  • Tapestry made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #345 holding.
  • SHP Wealth Management first reported a position in Tapestry in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Tapestry position peaked at $165K in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.