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Dakota Wealth Management’s Vital Farms VITL Stock Holding History

Dakota Wealth Management’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
-8,541
Closed -$329K – 790
2025
Q2 		$329K Buy
8,541
+680
+9% +$23K 0.01% 591
2025
Q1 		$240K Buy
7,861
+611
+8% +$22K 0.01% 674
2024
Q4 		$273K Buy
7,250
+1,534
+27% +$54.5K 0.01% 637
2024
Q3 		$200K Buy
+5,716
New +$202K ﹤0.01% 692

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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

Dakota Wealth Management's VITL Position: Q3 2025 in Review

Dakota Wealth Management sold out of Vital Farms (VITL) in Q3 2025, closing a stake of 8,541 shares — an estimated $329K sold.

Dakota Wealth Management first reported a position in VITL in Q3 2024 and held it in 4 quarters. The position peaked at $329K in Q2 2025. 272 funds tracked by Wall St. Rank hold VITL as of Q3 2025.

  • Dakota Wealth Management reported no remaining Vital Farms position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 8,541 Vital Farms shares in Q3 2025, an estimated $329K.
  • Dakota Wealth Management first reported a position in Vital Farms in Q3 2024 and held it in 4 quarters.
  • Dakota Wealth Management's Vital Farms position peaked at $329K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Vital Farms as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.