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Asset Planning Inc’s CuriosityStream CURI Stock Holding History

Asset Planning Inc’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 		$888 Hold
300
– – ﹤0.01% 287
2025
Q4 		$1.14K Hold
300
– – ﹤0.01% 283
2025
Q3 		$1.59K Hold
300
– – ﹤0.01% 279
2025
Q2 		$1.69K Hold
300
– – ﹤0.01% 274
2025
Q1 		$804 Hold
300
– – ﹤0.01% 291
2024
Q4 		$459 Buy
+300
New +$578 ﹤0.01% 305

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 $132M AUM 29.91% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Asset Planning Inc's CURI Position: Q1 2026 in Review

Asset Planning Inc held its CuriosityStream (CURI) position steady in Q1 2026 at 300 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Asset Planning Inc first reported a position in CURI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69K in Q2 2025. 105 funds tracked by Wall St. Rank hold CURI as of Q1 2026.

  • Asset Planning Inc held 300 shares of CuriosityStream worth $888 as of Q1 2026.
  • Asset Planning Inc left its CuriosityStream share count unchanged in Q1 2026.
  • CuriosityStream made up ﹤0.01% of Asset Planning Inc's portfolio in Q1 2026, its #287 holding.
  • Asset Planning Inc first reported a position in CuriosityStream in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's CuriosityStream position peaked at $1.69K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held CuriosityStream as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.