Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Is Bio-Techne Stock a Buy, Sell, or Hold After a Wealth Manager Dumps Its Entire Stake?
According to a Feb. 17, 2026, SEC filing, Hollow Brook Wealth Management LLC sold out its entire position in Bio-Techne (TECH 1.03%) during the fourth quarter of 2025. The fund divested 174,677 shares, with an estimated transaction value of $10.7…
Angeles Wealth Management LLC Raises Holdings in Amazon.com, Inc. $AMZN
Angeles Wealth Management LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 21.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Modern Wealth Management LLC Acquires 61,034 Shares of Amazon.com, Inc. $AMZN
Modern Wealth Management LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 63.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 157,242 shares of the e-commerce…
Modern Wealth Management LLC Purchases 12,241 Shares of NVIDIA Corporation $NVDA
Modern Wealth Management LLC raised its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 7.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned…
Microsoft Corporation $MSFT is Angeles Wealth Management LLC's 10th Largest Position
Angeles Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The…
Angeles Wealth Management LLC Increases Stock Holdings in Apple Inc. $AAPL
Angeles Wealth Management LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Microsoft Corporation $MSFT is Modern Wealth Management LLC's 6th Largest Position
Modern Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 34.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The…
Energy Prices Weigh on Industrials -- Industrials Roundup
Industrial stocks lost some ground Friday as higher commodities prices triggered by the war in Iran weighed on sentiment. Railroads such as Norfolk Southern and Union Pacific finished in the red, as did Southwest Airlines. Consumer-products…
Angeles Wealth Management LLC Buys 4,429 Shares of Alphabet Inc. $GOOGL
Angeles Wealth Management LLC raised its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 12.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 39,196…
Cedar Wealth Management LLC Buys 2,347 Shares of Apple Inc. $AAPL
Cedar Wealth Management LLC boosted its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 30.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor…
Angeles Wealth Management LLC Has $26.16 Million Stock Position in NVIDIA Corporation $NVDA
Angeles Wealth Management LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 22.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The…
Modern Wealth Management LLC Has $117.33 Million Stock Position in Apple Inc. $AAPL
Modern Wealth Management LLC increased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 16.2% during the third quarter, according to its most recent filing with the SEC. The fund owned 460,772 shares of the iPhone maker's stock after buying…
Modern Wealth Management LLC Has $36.94 Million Stock Holdings in Alphabet Inc. $GOOGL
Modern Wealth Management LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 103.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned…
Mexico's Industrial Production Falls in January
MEXICO CITY--Mexican industrial production got off to a slow start to 2026 with output falling in January from the previous month and from a year earlier. Industrial output fell 1.1% from December in seasonally adjusted terms, declining after three…
Costco Seen Reversing Membership Renewal Slump -- Market Talk
Costco's U.S. and global membership renewal rates have stabilized after sliding a few quarters ago, Mizuho analyst David Bellinger writes in a note, citing a meeting with company leadership. Costco had anticipated larger declines in the first and…
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