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Smallwood Wealth Investment Management’s Tapestry TPR Stock Holding History

Smallwood Wealth Investment 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 		$7.17K Hold
49
– – ﹤0.01% 354
2026
Q1 		$6.91K Hold
49
– – ﹤0.01% 351
2025
Q4 		$6.26K Hold
49
– – ﹤0.01% 342
2025
Q3 		$5.55K Hold
49
– – ﹤0.01% 346
2025
Q2 		$4.3K Hold
49
– – ﹤0.01% 360
2025
Q1 		$3.45K Buy
+49
New +$3.71K ﹤0.01% 358

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

Smallwood Wealth Investment Management's TPR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Tapestry (TPR) position steady in Q2 2026 at 49 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Smallwood Wealth Investment Management first reported a position in TPR in Q1 2025 and has held it in 6 quarters since. 1,102 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • Smallwood Wealth Investment Management held 49 shares of Tapestry worth $7.17K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Tapestry share count unchanged in Q2 2026.
  • Tapestry made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #354 holding.
  • Smallwood Wealth Investment Management first reported a position in Tapestry in Q1 2025 and has held it in 6 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.