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Clearstead Advisors’s Vital Farms VITL Stock Holding History

Clearstead Advisors’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-216
Closed -$8.32K – 3256
2025
Q2 		$8.32K Buy
216
+127
+143% +$4.29K ﹤0.01% 1947
2025
Q1 		$2.71K Buy
+89
New +$3.2K ﹤0.01% 1841

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Wellington Management Group
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ACI
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Clearstead Advisors's VITL Position: Q3 2025 in Review

Clearstead Advisors sold out of Vital Farms (VITL) in Q3 2025, closing a stake of 216 shares — an estimated $8.32K sold.

Clearstead Advisors first reported a position in VITL in Q1 2025 and held it in 2 quarters. The position peaked at $8.32K in Q2 2025. 272 funds tracked by Wall St. Rank hold VITL as of Q3 2025.

  • Clearstead Advisors reported no remaining Vital Farms position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 216 Vital Farms shares in Q3 2025, an estimated $8.32K.
  • Clearstead Advisors first reported a position in Vital Farms in Q1 2025 and held it in 2 quarters.
  • Clearstead Advisors's Vital Farms position peaked at $8.32K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Vital Farms as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.