Great Valley Advisor Group’s TMC The Metals Company TMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$98.3K Buy
21,011
+6,046
+40% +$39K ﹤0.01% 978
2025
Q4
$92.3K Sell
14,965
-6,650
-31% -$46.7K ﹤0.01% 924
2025
Q3
$138K Buy
21,615
+4,410
+26% +$26.4K ﹤0.01% 904
2025
Q2
$114K Sell
17,205
-19,270
-53% -$73.9K ﹤0.01% 879
2025
Q1
$62.7K Buy
+36,475
New +$61.3K ﹤0.01% 859

Other funds holding TMC

Great Valley Advisor Group's TMC Position: Q1 2026 in Review

Great Valley Advisor Group increased its TMC The Metals Company (TMC) stake by 40% in Q1 2026, buying an estimated $39K and bringing the position to 21,011 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Great Valley Advisor Group first reported a position in TMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $138K in Q3 2025. 208 funds tracked by Wall St. Rank hold TMC as of Q1 2026.

  • Great Valley Advisor Group held 21,011 shares of TMC The Metals Company worth $98.3K as of Q1 2026.
  • Great Valley Advisor Group bought 6,046 TMC The Metals Company shares in Q1 2026, an estimated $39K.
  • TMC The Metals Company made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #978 holding.
  • Great Valley Advisor Group first reported a position in TMC The Metals Company in Q1 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's TMC The Metals Company position peaked at $138K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.