Institutions / Mittelman Wealth Management / Activity
Activity — Mittelman Wealth Management
57 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | 921908844 Common stock | $-106.40M | -83K -84.49% | 15,197 12.92% of portfolio | high |
| Q2 2026 as of | Trim | 921946406 Common stock | $-79.94M | -101K -84.00% | 19,314 10.07% of portfolio | high |
| Q2 2026 as of | Trim | 921943858 Common stock | $-62.37M | -179K -83.57% | 35,179 8.11% of portfolio | high |
| Q2 2026 as of | Trim | 922042858 Common stock | $-54.55M | -185K -81.88% | 40,913 7.99% of portfolio | high |
| Q2 2026 as of | Trim | 922908363 Common stock | $-49.13M | -15K -79.79% | 3,714 8.23% of portfolio | medium |
| Q2 2026 as of | Trim | 464288638 Common stock | $-42.70M | -157K -80.10% | 39,056 7.02% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-27.38M | -115K -77.75% | 32,844 5.18% of portfolio | medium |
| Q2 2026 as of | Trim | 464288646 Common stock | $-24.87M | -105K -77.58% | 30,463 4.75% of portfolio | medium |
| Q2 2026 as of | Trim | 35473P744 Common stock | $-16.25M | -81K -79.70% | 20,723 2.74% of portfolio | medium |
| Q2 2026 as of | Trim | 92204A876 Common stock | $-15.73M | -15K -72.98% | 5,623 3.85% of portfolio | medium |
| Q2 2026 as of | Trim | 922908751 Common stock | $-14.56M | -14K -88.20% | 1,848 1.29% of portfolio | medium |
| Q2 2026 as of | Trim | 464288513 Common stock | $-12.39M | -31K -87.04% | 4,649 1.22% of portfolio | medium |
| Q2 2026 as of | Trim | 46138G508 Common stock | $-9.16M | -99K -74.52% | 33,948 2.07% of portfolio | medium |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-7.56M | -35K -80.03% | 8,781 1.25% of portfolio | medium |
| Q2 2026 as of | Trim | 922042718 Common stock | $-6.26M | -12K -81.98% | 2,583 0.91% of portfolio | medium |
| Q2 2026 as of | Trim | 464287655 Common stock | $-6.11M | -9K -88.13% | 1,167 0.54% of portfolio | medium |
| Q2 2026 as of | Trim | 35473P769 Common stock | $-5.46M | -34K -86.12% | 5,497 0.58% of portfolio | medium |
| Q2 2026 as of | Trim | Evolv Technologies Holdings Inc Common stock | $-3.70M | -638K -56.25% | 496,081 1.90% of portfolio | low |
| Q2 2026 as of | Trim | 78463X400 Common stock | $-3.37M | -9K -61.31% | 5,541 1.41% of portfolio | low |
| Q2 2026 as of | New | 72201R833 Common stock | $1.48M | +14K | 14,334 0.98% of portfolio | low |
| Q2 2026 as of | New | 464287622 Common stock | $1.27M | +2K | 1,972 0.84% of portfolio | low |
| Q2 2026 as of | Trim | 92206C706 Common stock | $-1.23M | -4K -23.97% | 12,682 2.57% of portfolio | low |
| Q2 2026 as of | Exit | 74316P579 Common stock | $-1.21M | -18K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46434G764 Common stock | $-970.4K | -5K -55.74% | 3,790 0.51% of portfolio | low |
| Q2 2026 as of | Trim | 922908629 Common stock | $-930.3K | -3K -17.63% | 12,621 2.87% of portfolio | low |
| Q2 2026 as of | New | NVIDIA Corp Common stock | $790.7K | +1K | 1,353 0.52% of portfolio | low |
| Q2 2026 as of | New | 464287200 Common stock | $777.3K | +549 | 549 0.51% of portfolio | low |
| Q2 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-716.5K | -4K -68.71% | 1,981 0.22% of portfolio | low |
| Q2 2026 as of | New | 464287390 Common stock | $668.9K | +5K | 4,893 0.44% of portfolio | low |
| Q2 2026 as of | Trim | 46641Q837 Common stock | $-655.2K | -5K -57.54% | 4,016 0.32% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-629.9K | -617 -59.38% | 422 0.28% of portfolio | low |
| Q2 2026 as of | New | 464287465 Common stock | $570.6K | +3K | 3,268 0.38% of portfolio | low |
| Q2 2026 as of | Exit | Hologic Inc Common stock | $-550.4K | -7K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 92204A884 Common stock | $-527.4K | -3K -49.72% | 2,899 0.35% of portfolio | low |
| Q2 2026 as of | Trim | 92204A108 Common stock | $-500.5K | -1K -49.61% | 1,282 0.34% of portfolio | low |
| Q2 2026 as of | New | Alphabet Inc. Common stock | $468.4K | +184 | 184 0.31% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-399.3K | -585 -42.09% | 805 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-378.6K | -3K -56.11% | 2,026 0.20% of portfolio | low |
| Q2 2026 as of | New | Aflac Inc Common stock | $370.0K | +3K | 3,131 0.24% of portfolio | low |
| Q2 2026 as of | New | 464288661 Common stock | $339.3K | +3K | 2,859 0.22% of portfolio | low |
| Q2 2026 as of | New | Kla Corp Common stock | $334.9K | +300 | 300 0.22% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-333.5K | -821 -49.76% | 829 0.22% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-326.2K | -259 -52.32% | 236 0.20% of portfolio | low |
| Q2 2026 as of | Trim | International Business Machines Corp Common stock | $-275.2K | -733 -48.29% | 785 0.19% of portfolio | low |
| Q2 2026 as of | Exit | Halliburton Co Common stock | $-252.7K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | JPMorgan Chase & Co Common stock | $243.2K | +435 | 435 0.16% of portfolio | low |
| Q2 2026 as of | New | 25490K281 Common stock | $241.2K | +2K | 1,730 0.16% of portfolio | low |
| Q2 2026 as of | New | Amazon.com Inc Common stock | $238.8K | +346 | 346 0.16% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF Common stock | $237.8K | +2K | 1,973 0.16% of portfolio | low |
| Q2 2026 as of | Exit | 921937835 Common stock | $-234.4K | -3K -100.00% | 0 | low |