Institutions / Focused Wealth Management, Inc / Activity
Activity — Focused Wealth Management, Inc
253 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | Eos Energy Enterprises, Inc. Common stock | $541 | +92 +0.70% | 13,307 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-955 | -2 -0.28% | 702 0.03% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 Common stock | $1.5K | +2 +0.16% | 1,246 0.08% of portfolio | low |
| Q2 2026 as of | Add | 464288414 Common stock | $1.6K | +15 +0.65% | 2,327 0.02% of portfolio | low |
| Q2 2026 as of | Add | 92189H409 Common stock | $1.6K | +32 +0.47% | 6,829 0.03% of portfolio | low |
| Q2 2026 as of | Trim | HYT BlackRock Corporate High Yield Fund, Inc. Closed-End Fund | $-1.7K | -198 -1.72% | 11,340 <0.01% of portfolio | low |
| Q2 2026 as of | Exit | G21621118 Common stock | $-2.0K | -11K -100.00% | 0 | low |
| Q2 2026 as of | New | Applied Optoelectronics, Inc. Common stock | $2.1K | +14 | 14 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $2.3K | +65 +0.53% | 12,286 0.04% of portfolio | low |
| Q2 2026 as of | Trim | WP Carey Inc Common stock | $-2.5K | -35 -1.02% | 3,393 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 38149W622 Common stock | $-2.7K | -48 -0.05% | 91,610 0.45% of portfolio | low |
| Q2 2026 as of | Add | 808524409 Common stock | $2.7K | +77 +0.92% | 8,419 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 78464A359 Common stock | $-3.5K | -32 -0.88% | 3,616 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-4.1K | -11 -0.25% | 4,314 0.14% of portfolio | low |
| Q2 2026 as of | Exit | First Solar Inc Common stock | $-4.2K | -16 -100.00% | 0 | low |
| Q2 2026 as of | Add | 27828Y108 Common stock | $4.7K | +315 +2.56% | 12,615 0.02% of portfolio | low |
| Q2 2026 as of | Add | 921908844 Common stock | $5.0K | +21 +0.87% | 2,435 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Curis, Inc. Common stock | $-5.1K | -10K -16.37% | 50,049 <0.01% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $6.7K | +198 +1.06% | 18,890 0.06% of portfolio | low |
| Q2 2026 as of | Trim | American Healthcare REIT, Inc. Common stock | $-6.9K | -132 -0.56% | 23,489 0.11% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-7.3K | -88 -1.25% | 6,930 0.05% of portfolio | low |
| Q2 2026 as of | Trim | NBB Nuveen Taxable Municipal Income Fund Closed-End Fund | $-8.4K | -533 -2.89% | 17,905 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 78468R788 Common stock | $-9.4K | -198 -1.68% | 11,561 0.05% of portfolio | low |
| Q2 2026 as of | Add | 69344A107 Common stock | $10.2K | +206 +2.24% | 9,405 0.04% of portfolio | low |
| Q2 2026 as of | Add | Netflix Inc Common stock | $12.9K | +181 +2.52% | 7,351 0.05% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $13.5K | +18 +0.90% | 2,010 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q332 Common stock | $-13.5K | -239 -0.24% | 98,934 0.49% of portfolio | low |
| Q2 2026 as of | Trim | 464285204 Common stock | $-14.3K | -190 -4.68% | 3,873 0.03% of portfolio | low |
| Q2 2026 as of | Add | American Water Works Company, Inc. Common stock | $14.5K | +110 +4.82% | 2,393 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 464287101 Common stock | $-16.5K | -45 -3.37% | 1,289 0.04% of portfolio | low |
| Q2 2026 as of | Add | 3M Co Common stock | $19.3K | +119 +1.43% | 8,446 0.12% of portfolio | low |
| Q2 2026 as of | Add | Ford Motor Co Common stock | $23.5K | +2K +12.71% | 15,002 0.02% of portfolio | low |
| Q2 2026 as of | Add | Qualcomm INC/DE Common stock | $24.2K | +131 +20.44% | 772 0.01% of portfolio | low |
| Q2 2026 as of | Add | 78463V107 Common stock | $24.3K | +66 +9.76% | 742 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 78464A805 Common stock | $-26.2K | -289 -8.07% | 3,294 0.03% of portfolio | low |
| Q2 2026 as of | Add | GE HealthCare Technologies Inc. Common stock | $26.4K | +412 +14.09% | 3,337 0.02% of portfolio | low |
| Q2 2026 as of | Add | Super Micro Computer, Inc. Common stock | $28.2K | +963 +4.68% | 21,531 0.06% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $28.5K | +207 +2.00% | 10,548 0.13% of portfolio | low |
| Q2 2026 as of | Add | Union Pacific Corp Common stock | $28.8K | +106 +5.85% | 1,918 0.05% of portfolio | low |
| Q2 2026 as of | Add | RVT Royce Small-Cap Trust, Inc. Closed-End Fund | $29.4K | +2K +2.21% | 73,461 0.12% of portfolio | low |
| Q2 2026 as of | Add | Aon plc Common stock | $30.8K | +93 +7.51% | 1,332 0.04% of portfolio | low |
| Q2 2026 as of | New | Albemarle Corp Common stock | $31.0K | +230 | 230 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 78464A508 Common stock | $-33.3K | -548 -9.04% | 5,514 0.03% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $34.7K | +237 +5.72% | 4,381 0.06% of portfolio | low |
| Q2 2026 as of | Add | Uber Technologies, Inc Common stock | $36.2K | +502 +20.66% | 2,932 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Kulicke & Soffa Industries Inc Common stock | $-36.3K | -271 -5.77% | 4,425 0.05% of portfolio | low |
| Q2 2026 as of | Add | Walt Disney Co Common stock | $39.2K | +407 +3.58% | 11,771 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 81369Y803 Common stock | $-39.2K | -206 -8.18% | 2,311 0.04% of portfolio | low |
| Q2 2026 as of | Add | CoreWeave, Inc. Common stock | $40.9K | +411 +4.02% | 10,638 0.09% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $41.9K | +359 +3.66% | 10,170 0.10% of portfolio | low |