Institutions / Mittelman Wealth Management / Activity
Activity — Mittelman Wealth Management
15 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| 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 | 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 | New | 464287390 Common stock | $668.9K | +5K | 4,893 0.44% 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 | New | Alphabet Inc. Common stock | $468.4K | +184 | 184 0.31% 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 | 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 | New | 25459W458 Common stock | $214.2K | +803 | 803 0.14% of portfolio | low |