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 Q3	$204K	Buy	53,077 +7	+0%	+$29	0.1%	219
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

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

New Hampshire Trust Concord, New Hampshire $532M AUM 17.57% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Optivise Advisory Services's TMC Position: Q3 2026 in Review

Optivise Advisory Services increased its TMC The Metals Company (TMC) stake by 0.01% in Q3 2026, buying an estimated $29 and bringing the position to 53,077 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #219.

Optivise Advisory Services first reported a position in TMC in Q2 2024 and has held it in 10 quarters since. The position peaked at $328K in Q2 2025. 36 funds tracked by Wall St. Rank hold TMC as of Q3 2026.

Optivise Advisory Services held 53,077 shares of TMC The Metals Company worth $204K as of Q3 2026.
Optivise Advisory Services bought 7 TMC The Metals Company shares in Q3 2026, an estimated $29.
TMC The Metals Company made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #219 holding.
Optivise Advisory Services first reported a position in TMC The Metals Company in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's TMC The Metals Company position peaked at $328K in Q2 2025.
36 funds tracked by Wall St. Rank held TMC The Metals Company as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.