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One Wealth Management Investment & Advisory Services’s TMC The Metals Company TMC Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$171K Buy
38,600
+290
+0.8% +$1.51K 0.18% 53
2026
Q1 		$179K Buy
38,310
+25,810
+206% +$166K 0.22% 51
2025
Q4 		$77.1K Buy
+12,500
New +$87.8K 0.08% 51

Other funds holding TMC

MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
SH
SLT Holdings Scottsdale, Arizona $160M AUM 52.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $331M AUM 18.58% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TMC Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services increased its TMC The Metals Company (TMC) stake by 0.76% in Q2 2026, buying an estimated $1.51K and bringing the position to 38,600 shares worth $171K. The position accounts for 0.18% of the portfolio, ranked #53.

One Wealth Management Investment & Advisory Services first reported a position in TMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $179K in Q1 2026. 37 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 38,600 shares of TMC The Metals Company worth $171K as of Q2 2026.
  • One Wealth Management Investment & Advisory Services bought 290 TMC The Metals Company shares in Q2 2026, an estimated $1.51K.
  • TMC The Metals Company made up 0.18% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #53 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in TMC The Metals Company in Q4 2025 and has held it in 3 quarters since.
  • One Wealth Management Investment & Advisory Services's TMC The Metals Company position peaked at $179K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.