Curated Wealth Partners
PXED icon

Curated Wealth Partners’s Phoenix Education Partners PXED Stock Holding History

Curated Wealth Partners’s Portfolio PXED Stock Details PXED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Sell
65,004
-1
-0% -$29 0.14% 66
2026
Q2 		$2.14M Buy
65,005
+5
+0% +$149 0.25% 33
2026
Q1 		$2.04M Hold
65,000
– – 0.26% 31
2025
Q4 		$1.97M Buy
+65,000
New +$2.18M 0.21% 37

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Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
BlackRock
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Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Curated Wealth Partners's PXED Position: Q3 2026 in Review

Curated Wealth Partners reduced its Phoenix Education Partners (PXED) stake by 0% in Q3 2026, selling an estimated $29 and leaving 65,004 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #66.

Curated Wealth Partners first reported a position in PXED in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.14M in Q2 2026. 62 funds tracked by Wall St. Rank hold PXED as of Q3 2026.

  • Curated Wealth Partners held 65,004 shares of Phoenix Education Partners worth $1.65M as of Q3 2026.
  • Curated Wealth Partners sold 1 Phoenix Education Partners share in Q3 2026, an estimated $29.
  • Phoenix Education Partners made up 0.14% of Curated Wealth Partners's portfolio in Q3 2026, its #66 holding.
  • Curated Wealth Partners first reported a position in Phoenix Education Partners in Q4 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's Phoenix Education Partners position peaked at $2.14M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.