Institutions / Topel & Distasi Wealth Management, LLC / Activity
Activity — Topel & Distasi Wealth Management, LLC
22 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $16.85M | +196K +515.01% | 233,543 9.71% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $4.20M | +34K +299.66% | 45,130 2.70% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $1.99M | +25K +290.39% | 33,222 1.29% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.09M | +48K +7.50% | 687,708 7.56% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $975.6K | +9K +8.72% | 111,533 5.87% of portfolio | low |
| Q2 2026 as of | Add | 92203J407 Common stock | $634.9K | +13K +6.83% | 205,020 4.79% of portfolio | low |
| Q2 2026 as of | Add | 464287671 Common stock | $560.5K | +3K +27.99% | 13,625 1.24% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $366.7K | +983 +108.50% | 1,889 0.34% of portfolio | low |
| Q2 2026 as of | Add | 46435U853 Common stock | $353.9K | +10K +7.55% | 136,122 2.43% of portfolio | low |
| Q2 2026 as of | Add | 46435G193 Common stock | $184.5K | +8K +8.91% | 97,349 1.09% of portfolio | low |
| Q2 2026 as of | Add | 464288117 Common stock | $178.1K | +4K +5.41% | 84,529 1.67% of portfolio | low |
| Q2 2026 as of | Add | 464288513 Common stock | $171.9K | +2K +2.82% | 78,525 3.03% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $144.8K | +257 +30.24% | 1,107 0.30% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $104.0K | +2K +14.52% | 13,909 0.40% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $95.6K | +278 +2.24% | 12,693 2.11% of portfolio | low |
| Q2 2026 as of | Add | 921937835 Common stock | $55.0K | +749 +8.30% | 9,775 0.35% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $34.6K | +419 +1.57% | 27,149 1.08% of portfolio | low |
| Q2 2026 as of | Add | 464289859 Common stock | $17.2K | +176 +2.44% | 7,383 0.35% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $14.3K | +60 +3.14% | 1,969 0.23% of portfolio | low |
| Q2 2026 as of | Add | 922908553 Common stock | $5.4K | +56 +1.85% | 3,076 0.14% of portfolio | low |
| Q2 2026 as of | Add | 464287648 Common stock | $394 | +1 +0.14% | 714 0.14% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $60 | +1 +<0.01% | 42,004 1.21% of portfolio | low |