Physician Wealth Advisors’s CuriosityStream CURI Stock Holding History

Physician 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 Q3	$510	Buy	175 +32	+22%	+$88	﹤0.01%	2226
2026 Q2	$381	Buy	+143	New	+$423	﹤0.01%	2255
2026 Q1	–	Sell	-344	Closed	-$1.31K	–	2103
2025 Q4	$1.31K	Hold	344	–	–	﹤0.01%	1483
2025 Q3	$1.82K	Hold	344	–	–	﹤0.01%	1269
2025 Q2	$1.94K	Buy	+344	New	+$1.58K	﹤0.01%	1059

Other funds holding CURI

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Physician Wealth Advisors's CURI Position: Q3 2026 in Review

Physician Wealth Advisors increased its CuriosityStream (CURI) stake by 22% in Q3 2026, buying an estimated $88 and bringing the position to 175 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #2226.

Physician Wealth Advisors first reported a position in CURI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94K in Q2 2025. 16 funds tracked by Wall St. Rank hold CURI as of Q3 2026.

Physician Wealth Advisors held 175 shares of CuriosityStream worth $510 as of Q3 2026.
Physician Wealth Advisors bought 32 CuriosityStream shares in Q3 2026, an estimated $88.
CuriosityStream made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2226 holding.
Physician Wealth Advisors first reported a position in CuriosityStream in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's CuriosityStream position peaked at $1.94K in Q2 2025.
16 funds tracked by Wall St. Rank held CuriosityStream as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.