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Curated Wealth Partners LLC Historic Quarter Change: USA Other Stocks, Sold Out

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Curated Wealth Partners LLC historic quarter change: USA Other Stocks, Sold out

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Curated Wealth Partners LLC opened 10 positions, added to 3, reduced 2 and sold out of 16.

  • Q2 2026: Stock ALIGHT INC; Country of operation United States; Class COM CL A; Shares before 10,257.
  • Q1 2026: Stock AMCOR PLC; Country of operation —; Class ORD; Shares before 432,207.
  • Q2 2025: Stock BERRY GLOBAL GROUP INC; Country of operation United States; Class COM; Shares before 59,550.
  • Q2 2025: Stock MAIDEN HOLDINGS LTD; Country of operation —; Class SHS; Shares before 110,000.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1781284), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ALIGHT INC
CUSIP 01626W101		United StatesCOM CL A10,2570-10,257$5,977$0-$5,9772026-08-14
Q1 2026AMCOR PLC
CUSIP G0250X107		ORD432,2070-432,207$3,604,607$0-$3,604,6072026-04-09
Q2 2025BERRY GLOBAL GROUP INC
CUSIP 08579W103		United StatesCOM59,5500-59,550$4,157,186$0-$4,157,1862025-07-28
Q2 2025MAIDEN HOLDINGS LTD
CUSIP G5753U112		SHS110,0000-110,000$62,733$0-$62,7332025-07-28
Q1 2025REVELYST INC
CUSIP 690045109		United StatesCOM SHS23,4620-23,462$451,176$0-$451,1762025-04-15
Q1 2025ASPEN TECHNOLOGY INC
CUSIP 29109X106		United StatesCOM1,2990-1,299$324,269$0-$324,2692025-04-15
Q1 2025PARAMOUNT GLOBAL
CUSIP 92556H206		United StatesCLASS B COM16,5910-16,591$173,542$0-$173,5422025-04-15
Q4 2024VISTA OUTDOOR INC
CUSIP 928377100		United StatesCOM52,9240-52,924$2,073,561$0-$2,073,5612025-01-21
Q4 2024ARISTA NETWORKS INC
CUSIP 040413106		United StatesCOM3,6340-3,634$1,394,802$0-$1,394,8022025-01-21
Q1 2024BERRY GLOBAL GROUP INC
CUSIP 08579W103		United StatesCOM59,5500-59,550$4,013,075$0-$4,013,0752024-04-12
Q1 2024VISTA OUTDOOR INC
CUSIP 928377100		United StatesCOM26,8700-26,870$794,548$0-$794,5482024-04-12
Q1 2024ARISTA NETWORKS INC
CUSIP 040413106		United StatesCOM3,3280-3,328$783,779$0-$783,7792024-04-12
Q1 2024ASPEN TECHNOLOGY INC
CUSIP 29109X106		United StatesCOM1,4530-1,453$319,878$0-$319,8782024-04-12
Q1 2024MAIDEN HOLDINGS LTD
CUSIP G5753U112		SHS110,0000-110,000$251,900$0-$251,9002024-04-12
Q1 2024PARAMOUNT GLOBAL
CUSIP 92556H206		United StatesCLASS B COM16,6450-16,645$246,181$0-$246,1812024-04-12
Q1 2024FAZE HOLDINGS INC
CUSIP 31423J102		COMMON STOCK51,5070-51,507$9,271$0-$9,2712024-04-12

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