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 Q2	$798	Hold	300	–	–	﹤0.01%	321
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Asset Planning Inc's CURI Position: Q2 2026 in Review

Asset Planning Inc held its CuriosityStream (CURI) position steady in Q2 2026 at 300 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Asset Planning Inc first reported a position in CURI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.69K in Q2 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Asset Planning Inc held 300 shares of CuriosityStream worth $798 as of Q2 2026.
Asset Planning Inc left its CuriosityStream share count unchanged in Q2 2026.
CuriosityStream made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #321 holding.
Asset Planning Inc first reported a position in CuriosityStream in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's CuriosityStream position peaked at $1.69K in Q2 2025.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.