TWD
TPR icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $431B AUM 30.22% 1-Year Est. Return