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Concord Wealth Partners’s Vital Farms VITL Stock Holding History

Concord Wealth Partners’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
2026
Q2 		$12 Buy
+1
New +$11 ﹤0.01% 881
2026
Q1 		– Sell
-1
Closed -$32 – 758
2025
Q4 		$32 Hold
1
– – ﹤0.01% 838
2025
Q3 		$41 Hold
1
– – ﹤0.01% 816
2025
Q2 		$39 Buy
+1
New +$34 ﹤0.01% 847

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NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
CIBC World Market
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Concord Wealth Partners's VITL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vital Farms (VITL) in Q2 2026: 1 share worth $12. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VITL as recently as Q4 2025.

Concord Wealth Partners first reported a position in VITL in Q2 2025 and has held it in 4 quarters since. The position peaked at $41 in Q3 2025. 226 funds tracked by Wall St. Rank hold VITL as of Q2 2026.

  • Concord Wealth Partners held 1 share of Vital Farms worth $12 as of Q2 2026.
  • Vital Farms was a new Concord Wealth Partners position in Q2 2026.
  • Vital Farms made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #881 holding.
  • Concord Wealth Partners first reported a position in Vital Farms in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Vital Farms position peaked at $41 in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Vital Farms as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.