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Optivise Advisory Services’s TMC The Metals Company TMC Stock Holding History

Optivise 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 		$235K Buy
53,070
+250
+0.5% +$1.3K 0.12% 185
2026
Q1 		$247K Buy
52,820
+12,120
+30% +$78.1K 0.15% 156
2025
Q4 		$251K Sell
40,700
-8,600
-17% -$60.4K 0.14% 157
2025
Q3 		$314K Sell
49,300
-400
-0.8% -$2.4K 0.19% 122
2025
Q2 		$328K Buy
49,700
+1,500
+3% +$5.75K 0.17% 125
2025
Q1 		$82.9K Sell
48,200
-890
-2% -$1.5K 0.05% 194
2024
Q4 		$55K Buy
49,090
+10
+0% +$9 0.03% 175
2024
Q3 		$52K Buy
49,080
+105
+0.2% +$117 0.03% 164
2024
Q2 		$66.1K Buy
+48,975
New +$75K 0.04% 179

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
OWMIAS
One Wealth Management Investment & Advisory Services Miami Beach, Florida $95.3M AUM 25.31% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NHT
New Hampshire Trust Concord, New Hampshire $530M AUM 22.91% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Optivise Advisory Services's TMC Position: Q2 2026 in Review

Optivise Advisory Services increased its TMC The Metals Company (TMC) stake by 0.47% in Q2 2026, buying an estimated $1.3K and bringing the position to 53,070 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #185.

Optivise Advisory Services first reported a position in TMC in Q2 2024 and has held it in 9 quarters since. The position peaked at $328K in Q2 2025. 41 funds tracked by Wall St. Rank hold TMC as of Q2 2026.

  • Optivise Advisory Services held 53,070 shares of TMC The Metals Company worth $235K as of Q2 2026.
  • Optivise Advisory Services bought 250 TMC The Metals Company shares in Q2 2026, an estimated $1.3K.
  • TMC The Metals Company made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #185 holding.
  • Optivise Advisory Services first reported a position in TMC The Metals Company in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's TMC The Metals Company position peaked at $328K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.