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Xcel Wealth Management’s Kura Oncology KURA Stock Holding History

Xcel Wealth Management’s Portfolio KURA Stock Details KURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$998K Sell
90,983
-4,410
-5% -$41.6K 0.24% 76
2026
Q1 		$776K Sell
95,393
-23,453
-20% -$201K 0.21% 81
2025
Q4 		$1.23M Buy
118,846
+16,525
+16% +$173K 0.31% 66
2025
Q3 		$906K Buy
+102,321
New +$729K 0.24% 74

Other funds holding KURA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return

Xcel Wealth Management's KURA Position: Q2 2026 in Review

Xcel Wealth Management reduced its Kura Oncology (KURA) stake by 4.6% in Q2 2026, selling an estimated $41.6K and leaving 90,983 shares worth $998K. The position accounts for 0.24% of the portfolio, ranked #76.

Xcel Wealth Management first reported a position in KURA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q4 2025. 221 funds tracked by Wall St. Rank hold KURA as of Q2 2026.

  • Xcel Wealth Management held 90,983 shares of Kura Oncology worth $998K as of Q2 2026.
  • Xcel Wealth Management sold 4,410 Kura Oncology shares in Q2 2026, an estimated $41.6K.
  • Kura Oncology made up 0.24% of Xcel Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Xcel Wealth Management first reported a position in Kura Oncology in Q3 2025 and has held it in 4 quarters since.
  • Xcel Wealth Management's Kura Oncology position peaked at $1.23M in Q4 2025.
  • 221 funds tracked by Wall St. Rank held Kura Oncology as of Q2 2026.

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