Acumen Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Acumen 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 Q1	–	Sell	-33	Closed	-$869	–	477
2025 Q4	$869	Buy	+33	New	+$832	﹤0.01%	456

Other funds holding CTRA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Acumen Wealth Advisors's CTRA Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2026, closing a stake of 33 shares — an estimated $869 sold.

Acumen Wealth Advisors first reported a position in CTRA in Q4 2025 and held it in 1 quarter. The position peaked at $869 in Q4 2025. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

Acumen Wealth Advisors reported no remaining Coterra Energy position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 33 Coterra Energy shares in Q1 2026, an estimated $869.
Acumen Wealth Advisors first reported a position in Coterra Energy in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Coterra Energy position peaked at $869 in Q4 2025.
956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.