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Diversify Wealth Management’s CuriosityStream CURI Stock Holding History

Diversify Wealth Management’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 		$42.2K Hold
17,287
– – ﹤0.01% 1238
2026
Q1 		$53.4K Buy
+17,287
New +$58.4K ﹤0.01% 1127

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
State Street
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

Diversify Wealth Management's CURI Position: Q2 2026 in Review

Diversify Wealth Management held its CuriosityStream (CURI) position steady in Q2 2026 at 17,287 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Diversify Wealth Management first reported a position in CURI in Q1 2026 and has held it in 2 quarters since. The position peaked at $53.4K in Q1 2026. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

  • Diversify Wealth Management held 17,287 shares of CuriosityStream worth $42.2K as of Q2 2026.
  • Diversify Wealth Management left its CuriosityStream share count unchanged in Q2 2026.
  • CuriosityStream made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1238 holding.
  • Diversify Wealth Management first reported a position in CuriosityStream in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's CuriosityStream position peaked at $53.4K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.