Valeo Financial Advisors’s Tapestry TPR Stock Holding History

Valeo 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	$236K	Buy	+1,614	New	+$231K	0.01%	704
2021 Q2	–	Sell	-250	Closed	-$10K	–	1709
2021 Q1	$10K	Buy	+250	New	+$9.63K	﹤0.01%	1368
2020 Q4	–	Sell	-244	Closed	-$4K	–	1847
2020 Q3	$4K	Sell	244 -224	-48%	-$3.3K	﹤0.01%	1316
2020 Q2	$6K	Buy	468 +24	+5%	+$341	﹤0.01%	1476
2020 Q1	$7K	Buy	+444	New	+$10.4K	﹤0.01%	1227
2019 Q3	–	Sell	-700	Closed	-$18.4K	–	1671
2019 Q2	$22K	Hold	700	–	–	﹤0.01%	822
2019 Q1	$23K	Hold	700	–	–	﹤0.01%	753
2018 Q4	$24K	Hold	700	–	–	﹤0.01%	661
2018 Q3	$30K	Sell	700 -86	-11%	-$4.21K	﹤0.01%	660
2018 Q2	$37K	Buy	786 +410	+109%	+$19.7K	0.01%	615
2018 Q1	$20K	Buy	376 +1	+0.3%	+$49	﹤0.01%	719
2017 Q4	$17K	Buy	375 +2	+0.5%	+$82	﹤0.01%	715
2017 Q3	$15K	Buy	+373	New	+$16.4K	﹤0.01%	619

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

Valeo Financial Advisors's TPR Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Tapestry (TPR) in Q2 2026: 1,614 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #704 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TPR as recently as Q1 2021.

Valeo Financial Advisors first reported a position in TPR in Q3 2017 and has held it in 13 quarters since. 1,099 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Valeo Financial Advisors held 1,614 shares of Tapestry worth $236K as of Q2 2026.
Tapestry was a new Valeo Financial Advisors position in Q2 2026.
Tapestry made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #704 holding.
Valeo Financial Advisors first reported a position in Tapestry in Q3 2017 and has held it in 13 quarters since.
1,099 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.