Curio Wealth’s PACS Group PACS Stock Holding History

Curio Wealth’s Portfolio PACS Stock Details PACS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1	Closed	-$32	–	1206
2026 Q1	$32	Buy	+1	New	+$37	﹤0.01%	1190

Other funds holding PACS

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curio Wealth's PACS Position: Q2 2026 in Review

Curio Wealth sold out of PACS Group (PACS) in Q2 2026, closing a stake of 1 share — an estimated $32 sold.

Curio Wealth first reported a position in PACS in Q1 2026 and held it in 1 quarter. The position peaked at $32 in Q1 2026. 239 funds tracked by Wall St. Rank hold PACS as of Q2 2026.

Curio Wealth reported no remaining PACS Group position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 PACS Group share in Q2 2026, an estimated $32.
Curio Wealth first reported a position in PACS Group in Q1 2026 and held it in 1 quarter.
Curio Wealth's PACS Group position peaked at $32 in Q1 2026.
239 funds tracked by Wall St. Rank held PACS Group as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.