True Wealth Design’s Tapestry TPR Stock Holding History

True Wealth Design’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 Q3	$222K	Sell	1,932 -159	-8%	-$21.3K	0.05%	112
2026 Q2	$306K	Sell	2,091 -193	-8%	-$27.7K	0.07%	68
2026 Q1	$322K	Hold	2,284	–	–	0.09%	56
2025 Q4	$292K	Sell	2,284 -518	-18%	-$59.2K	0.09%	50
2025 Q3	$317K	Buy	2,802 +897	+47%	+$93.9K	0.1%	40
2025 Q2	$167K	Sell	1,905 -21	-1%	-$1.59K	0.06%	64
2025 Q1	$136K	Buy	1,926 +160	+9%	+$12.1K	0.05%	61
2024 Q4	$115K	Hold	1,766	–	–	0.04%	59
2024 Q3	$83K	Buy	+1,766	New	+$72.9K	0.03%	75
2023 Q4	–	Sell	-9	Closed	-$259	–	808
2023 Q3	$259	Hold	9	–	–	﹤0.01%	596
2023 Q2	$386	Hold	9	–	–	﹤0.01%	510
2023 Q1	$388	Buy	9 +1	+13%	+$43	﹤0.01%	587
2022 Q4	$305	Buy	+8	New	+$274	﹤0.01%	579

Other funds holding TPR

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

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

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

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

True Wealth Design reduced its Tapestry (TPR) stake by 7.6% in Q3 2026, selling an estimated $21.3K and leaving 1,932 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #112.

True Wealth Design first reported a position in TPR in Q4 2022 and has held it in 13 quarters since. The position peaked at $322K in Q1 2026. 124 funds tracked by Wall St. Rank hold TPR as of Q3 2026.

True Wealth Design held 1,932 shares of Tapestry worth $222K as of Q3 2026.
True Wealth Design sold 159 Tapestry shares in Q3 2026, an estimated $21.3K.
Tapestry made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #112 holding.
True Wealth Design first reported a position in Tapestry in Q4 2022 and has held it in 13 quarters since.
True Wealth Design's Tapestry position peaked at $322K in Q1 2026.
124 funds tracked by Wall St. Rank held Tapestry as of Q3 2026.

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