CWP
PXED

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
Q2 		– Sell
-65,000
Closed -$2.04M – 897
2026
Q1 		$2.04M Hold
65,000
– – 0.26% 31
2025
Q4 		$1.97M Buy
+65,000
New +$2.18M 0.21% 37

Other funds holding PXED

CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
HA
Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's PXED Position: Q2 2026 in Review

Curated Wealth Partners sold out of Phoenix Education Partners (PXED) in Q2 2026, closing a stake of 65,000 shares — an estimated $2.04M sold.

Curated Wealth Partners first reported a position in PXED in Q4 2025 and held it in 2 quarters. The position peaked at $2.04M in Q1 2026. 12 funds tracked by Wall St. Rank hold PXED as of Q2 2026.

  • Curated Wealth Partners reported no remaining Phoenix Education Partners position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 65,000 Phoenix Education Partners shares in Q2 2026, an estimated $2.04M.
  • Curated Wealth Partners first reported a position in Phoenix Education Partners in Q4 2025 and held it in 2 quarters.
  • Curated Wealth Partners's Phoenix Education Partners position peaked at $2.04M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Phoenix Education Partners as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.