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Arcadia Wealth Management (New York)’s CuriosityStream CURI Stock Holding History

Arcadia Wealth Management (New York)’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,797
Closed -$41K – 56
2025
Q4 		$41K Hold
10,797
– – 0.02% 54
2025
Q3 		$57.2K Hold
10,797
– – 0.03% 56
2025
Q2 		$60.8K Hold
10,797
– – 0.04% 51
2025
Q1 		$28.9K Hold
10,797
– – 0.02% 53
2024
Q4 		$16.5K Buy
+10,797
New +$20.8K 0.01% 50

Other funds holding CURI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Arcadia Wealth Management (New York)'s CURI Position: Q1 2026 in Review

Arcadia Wealth Management (New York) sold out of CuriosityStream (CURI) in Q1 2026, closing a stake of 10,797 shares — an estimated $41K sold.

Arcadia Wealth Management (New York) first reported a position in CURI in Q4 2024 and held it in 5 quarters. The position peaked at $60.8K in Q2 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Arcadia Wealth Management (New York) reported no remaining CuriosityStream position as of Q1 2026 after selling out during the quarter.
  • Arcadia Wealth Management (New York) sold 10,797 CuriosityStream shares in Q1 2026, an estimated $41K.
  • Arcadia Wealth Management (New York) first reported a position in CuriosityStream in Q4 2024 and held it in 5 quarters.
  • Arcadia Wealth Management (New York)'s CuriosityStream position peaked at $60.8K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.