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 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

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

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

Physician Wealth Advisors opened a new position in CuriosityStream (CURI) in Q2 2026: 143 shares worth $381. The stake represents ﹤0.01% of the portfolio and ranks #2255 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CURI as recently as Q4 2025.

Physician Wealth Advisors first reported a position in CURI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.94K in Q2 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

Physician Wealth Advisors held 143 shares of CuriosityStream worth $381 as of Q2 2026.
CuriosityStream was a new Physician Wealth Advisors position in Q2 2026.
CuriosityStream made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2255 holding.
Physician Wealth Advisors first reported a position in CuriosityStream in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's CuriosityStream position peaked at $1.94K in Q2 2025.
103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.