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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

True Wealth Design's TPR Position: Q2 2026 in Review

True Wealth Design reduced its Tapestry (TPR) stake by 8.5% in Q2 2026, selling an estimated $27.7K and leaving 2,091 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #68.

True Wealth Design first reported a position in TPR in Q4 2022 and has held it in 12 quarters since. The position peaked at $322K in Q1 2026. 1,097 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

True Wealth Design held 2,091 shares of Tapestry worth $306K as of Q2 2026.
True Wealth Design sold 193 Tapestry shares in Q2 2026, an estimated $27.7K.
Tapestry made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #68 holding.
True Wealth Design first reported a position in Tapestry in Q4 2022 and has held it in 12 quarters since.
True Wealth Design's Tapestry position peaked at $322K in Q1 2026.
1,097 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.