Aaron Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Aaron Wealth Advisors’s Portfolio CTRA Stock Details CTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6,762	Closed	-$238K	–	707
2026 Q1	$238K	Buy	+6,762	New	+$203K	0.01%	625
2022 Q2	–	Sell	-411	Closed	-$11.1K	–	340
2022 Q1	$11.1K	Buy	+411	New	+$9.6K	﹤0.01%	772

Other funds holding CTRA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HEIP

Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Aaron Wealth Advisors's CTRA Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 6,762 shares — an estimated $238K sold.

Aaron Wealth Advisors first reported a position in CTRA in Q1 2022 and held it in 2 quarters. The position peaked at $238K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

Aaron Wealth Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
Aaron Wealth Advisors sold 6,762 Coterra Energy shares in Q2 2026, an estimated $238K.
Aaron Wealth Advisors first reported a position in Coterra Energy in Q1 2022 and held it in 2 quarters.
Aaron Wealth Advisors's Coterra Energy position peaked at $238K in Q1 2026.
6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.