Curated Wealth Partners Llc Q2 2026 Portfolio Activity: Strategic Additions and Reductions
Curated Wealth Partners' portfolio reached $714 million as of June 30, 2026. The firm increased positions in large-cap stocks like PFE (PFIZER INC) and several Dimensional Fund Trust ETFs while reducing holdings in certain other equities.
By Insiderset.Jul 14, 2026, 7:49 AM
Curated Wealth Partners' portfolio reached $714 million as of June 30, 2026. The firm increased positions in large-cap stocks like PFE (PFIZER INC) and several Dimensional Fund Trust ETFs while reducing holdings in certain other equities.