True Wealth Design’s Capri Holdings CPRI Stock Holding History

True Wealth Design’s Portfolio CPRI Stock Details CPRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.45K	Buy	669 +556	+492%	+$8.49K	﹤0.01%	1094
2026 Q2	$2.1K	Buy	113 +10	+10%	+$192	﹤0.01%	1670
2026 Q1	$1.82K	Hold	103	–	–	﹤0.01%	1592
2025 Q4	$2.51K	Hold	103	–	–	﹤0.01%	1364
2025 Q3	$2.05K	Hold	103	–	–	﹤0.01%	1446
2025 Q2	$1.82K	Buy	103 +92	+836%	+$1.52K	﹤0.01%	1216
2025 Q1	$218	Buy	+11	New	+$244	﹤0.01%	1915
2023 Q3	–	Sell	-19,082	Closed	-$685K	–	780
2023 Q2	$685K	Buy	19,082 +3,558	+23%	+$141K	0.25%	95
2023 Q1	$730K	Sell	15,524 -34	-0.2%	-$1.82K	0.31%	87
2022 Q4	$892K	Buy	+15,558	New	+$786K	0.41%	30

Other funds holding CPRI

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

True Wealth Design's CPRI Position: Q3 2026 in Review

True Wealth Design increased its Capri Holdings (CPRI) stake by 492% in Q3 2026, buying an estimated $8.49K and bringing the position to 669 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

True Wealth Design first reported a position in CPRI in Q4 2022 and has held it in 10 quarters since. The position peaked at $892K in Q4 2022. 24 funds tracked by Wall St. Rank hold CPRI as of Q3 2026.

True Wealth Design held 669 shares of Capri Holdings worth $9.45K as of Q3 2026.
True Wealth Design bought 556 Capri Holdings shares in Q3 2026, an estimated $8.49K.
Capri Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1094 holding.
True Wealth Design first reported a position in Capri Holdings in Q4 2022 and has held it in 10 quarters since.
True Wealth Design's Capri Holdings position peaked at $892K in Q4 2022.
24 funds tracked by Wall St. Rank held Capri Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.