EverSource Wealth Advisors’s CuriosityStream CURI Stock Holding History

EverSource Wealth Advisors’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	$650	Buy	244 +35	+17%	+$103	﹤0.01%	4078
2026 Q1	$619	Sell	209 -2	-0.9%	-$7	﹤0.01%	4011
2025 Q4	$802	Sell	211 -6	-3%	-$27	﹤0.01%	3765
2025 Q3	$1.15K	Buy	217 +13	+6%	+$60	﹤0.01%	3723
2025 Q2	$1.15K	Hold	204	–	–	﹤0.01%	3696
2025 Q1	$547	Buy	+204	New	+$496	﹤0.01%	3427
2024 Q4	–	Sell	-54	Closed	-$103	–	3764
2024 Q3	$103	Sell	54 -68	-56%	-$93	﹤0.01%	2979
2024 Q2	$134	Buy	+122	New	+$135	﹤0.01%	2987

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

EverSource Wealth Advisors's CURI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CuriosityStream (CURI) stake by 17% in Q2 2026, buying an estimated $103 and bringing the position to 244 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

EverSource Wealth Advisors first reported a position in CURI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15K in Q3 2025. 102 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

EverSource Wealth Advisors held 244 shares of CuriosityStream worth $650 as of Q2 2026.
EverSource Wealth Advisors bought 35 CuriosityStream shares in Q2 2026, an estimated $103.
CuriosityStream made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4078 holding.
EverSource Wealth Advisors first reported a position in CuriosityStream in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's CuriosityStream position peaked at $1.15K in Q3 2025.
102 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.