UCFA
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United Capital Financial Advisors’s Tapestry TPR Stock Holding History

United Capital Financial Advisors’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 		$1.59M Buy
10,860
+79
+0.7% +$11.3K 0.01% 636
2026
Q1 		$1.52M Sell
10,781
-4,480
-29% -$635K 0.01% 629
2025
Q4 		$1.95M Sell
15,261
-1,644
-10% -$188K 0.01% 542
2025
Q3 		$1.91M Buy
16,905
+6,872
+68% +$719K 0.01% 480
2025
Q2 		$881K Buy
10,033
+265
+3% +$20.1K 0.01% 624
2025
Q1 		$688K Buy
9,768
+411
+4% +$31.1K 0.01% 655
2024
Q4 		$611K Buy
9,357
+58
+0.6% +$3.17K 0.01% 682
2024
Q3 		$437K Sell
9,299
-30
-0.3% -$1.24K ﹤0.01% 761
2024
Q2 		$399K Buy
9,329
+268
+3% +$11.2K ﹤0.01% 769
2024
Q1 		$430K Buy
9,061
+556
+7% +$23.9K ﹤0.01% 774
2023
Q4 		$313K Buy
+8,505
New +$262K ﹤0.01% 851
2023
Q1 		– Sell
-6,353
Closed -$242K – 1073
2022
Q4 		$242K Buy
+6,353
New +$218K ﹤0.01% 935
2022
Q3 		– Sell
-6,708
Closed -$205K – 1150
2022
Q2 		$205K Buy
6,708
+612
+10% +$20K ﹤0.01% 1058
2022
Q1 		$226K Sell
6,096
-1,387
-19% -$53.1K ﹤0.01% 1083
2021
Q4 		$304K Sell
7,483
-13,047
-64% -$536K ﹤0.01% 1020
2021
Q3 		$760K Sell
20,530
-6
-0% -$247 ﹤0.01% 744
2021
Q2 		$893K Buy
20,536
+1,925
+10% +$85.9K ﹤0.01% 725
2021
Q1 		$767K Sell
18,611
-55,279
-75% -$2.13M ﹤0.01% 739
2020
Q4 		$2.3M Sell
73,890
-11,547
-14% -$292K 0.01% 480
2020
Q3 		$1.33M Sell
85,437
-97
-0.1% -$1.43K 0.01% 589
2020
Q2 		$1.14M Buy
85,534
+154
+0.2% +$2.19K 0.01% 624
2020
Q1 		$1.11M Buy
85,380
+64,778
+314% +$1.52M 0.01% 610
2019
Q4 		$556K Buy
20,602
+3,822
+23% +$99.6K ﹤0.01% 958
2019
Q3 		$437K Sell
16,780
-2,013
-11% -$53K ﹤0.01% 986
2019
Q2 		$596K Sell
18,793
-598
-3% -$18.6K ﹤0.01% 986
2019
Q1 		$630K Sell
19,391
-69
-0.4% -$2.42K ﹤0.01% 916
2018
Q4 		$657K Buy
19,460
+106
+0.5% +$4.27K 0.01% 820
2018
Q3 		$973K Buy
19,354
+974
+5% +$47.7K 0.01% 790
2018
Q2 		$859K Sell
18,380
-3,378
-16% -$163K 0.01% 800
2018
Q1 		$1.15M Buy
21,758
+3,379
+18% +$167K 0.01% 741
2017
Q4 		$815K Sell
18,379
-4,601
-20% -$190K 0.01% 844
2017
Q3 		$926K Buy
22,980
+318
+1% +$14K 0.01% 794
2017
Q2 		$1.07M Sell
22,662
-222
-1% -$9.73K 0.01% 743
2017
Q1 		$946K Buy
22,884
+281
+1% +$10.6K 0.01% 762
2016
Q4 		$792K Sell
22,603
-383
-2% -$14K 0.01% 808
2016
Q3 		$840K Sell
22,986
-889
-4% -$35.2K 0.01% 822
2016
Q2 		$979K Sell
23,875
-500
-2% -$19.7K 0.01% 740
2016
Q1 		$977K Sell
24,375
-4,248
-15% -$154K 0.01% 700
2015
Q4 		$937K Sell
28,623
-8,794
-24% -$274K 0.01% 710
2015
Q3 		$1.08M Sell
37,417
-11,861
-24% -$367K 0.01% 670
2015
Q2 		$1.71M Sell
49,278
-7,970
-14% -$305K 0.02% 603
2015
Q1 		$2.19M Sell
57,248
-2,778
-5% -$111K 0.03% 533
2014
Q4 		$2.25M Buy
60,026
+20,104
+50% +$709K 0.03% 439
2014
Q3 		$1.42M Sell
39,922
-83,519
-68% -$2.99M 0.02% 515
2014
Q2 		$4.22M Sell
123,441
-132,590
-52% -$5.69M 0.08% 260
2014
Q1 		$12.7M Buy
256,031
+47,725
+23% +$2.38M 0.27% 87
2013
Q4 		$11.7M Buy
208,306
+189,906
+1,032% +$10.3M 0.4% 69
2013
Q3 		$1M Sell
18,400
-237,603
-93% -$13.1M 0.03% 342
2013
Q2 		$14.6M Buy
+256,003
New +$14.4M 0.39% 68

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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's TPR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Tapestry (TPR) stake by 0.73% in Q2 2026, buying an estimated $11.3K and bringing the position to 10,860 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #636.

United Capital Financial Advisors first reported a position in TPR in Q2 2013 and has held it in 49 quarters since. The position peaked at $14.6M in Q2 2013. 1,092 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

  • United Capital Financial Advisors held 10,860 shares of Tapestry worth $1.59M as of Q2 2026.
  • United Capital Financial Advisors bought 79 Tapestry shares in Q2 2026, an estimated $11.3K.
  • Tapestry made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #636 holding.
  • United Capital Financial Advisors first reported a position in Tapestry in Q2 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Tapestry position peaked at $14.6M in Q2 2013.
  • 1,092 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.