SWM
TPR icon

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's TPR Position: Q1 2026 in Review

SHP Wealth Management reduced its Tapestry (TPR) stake by 2.9% in Q1 2026, selling an estimated $4.96K and leaving 1,169 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #308.

SHP Wealth Management first reported a position in TPR in Q4 2025 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

  • SHP Wealth Management held 1,169 shares of Tapestry worth $165K as of Q1 2026.
  • SHP Wealth Management sold 35 Tapestry shares in Q1 2026, an estimated $4.96K.
  • Tapestry made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #308 holding.
  • SHP Wealth Management first reported a position in Tapestry in Q4 2025 and has held it in 2 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.