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.
As of June 30, 2026, Curated Wealth Partners Llc's portfolio has reached a total value of $714.6 million.
The investment firm demonstrated active management this quarter by increasing its stake in several significant holdings:
- PFIZER INC (PFE), a major player in the Healthcare sector, saw substantial share growth of over 1.3 million shares.
- The firm also bolstered its position in Dimensional Fund Trust ETFs:
Their focus appears diversified, with notable additions across different sectors.
In addition to these increases, Curated Wealth Partners also made strategic purchases:
- PM (PHILIP MORRIS INTL INC) was added to the portfolio in the Consumer Defensive sector.
- SPGI (S&P GLOBAL INC), operating within Financial Services, represents another new position for the firm.
- The investment strategy continued with core holdings like ANET and UNP (UNION PAC CORP).
The firm also maintained its position in Dimensional Fund Trust ETFs, specifically DFEM, which remained unchanged percentage-wise but increased slightly.
Conversely, Curated Wealth Partners Llc reduced or exited certain positions during this quarter:
- The firm decreased its stake in TGT (TARGET CORP).
- No such activity is disclosed for other specific stocks mentioned as potential exits.
Overall, Curated Wealth Partners Llc's portfolio consists of 785 holdings. The top five positions account for approximately 26% of the total value ($190 million). Their investments span various sectors including Healthcare, Financial Services, and others, reflecting a broad yet active approach to managing their assets.
For more detailed information about Curated Wealth Partners' portfolio holdings or performance metrics for individual stocks like PFE, VOO, DFEM, etc., please refer to the official filings. You can explore Curated Wealth Partners Llc's investment profile and access detailed data on their holdings through reliable sources.