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Bartlett & Co Wealth Management’s National Vision EYE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EYE Stock Details EYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$64 – 1280
2025
Q1 		$64 Hold
5
– – ﹤0.01% 1218
2024
Q4 		$52 Hold
5
– – ﹤0.01% 1112
2024
Q3 		$55 Buy
+5
New +$58 ﹤0.01% 1118

Other funds holding EYE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bartlett & Co Wealth Management's EYE Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of National Vision (EYE) in Q2 2025, closing a stake of 5 shares — an estimated $64 sold.

Bartlett & Co Wealth Management first reported a position in EYE in Q3 2024 and held it in 3 quarters. The position peaked at $64 in Q1 2025. 245 funds tracked by Wall St. Rank hold EYE as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining National Vision position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5 National Vision shares in Q2 2025, an estimated $64.
  • Bartlett & Co Wealth Management first reported a position in National Vision in Q3 2024 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's National Vision position peaked at $64 in Q1 2025.
  • 245 funds tracked by Wall St. Rank held National Vision as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.