Cabot Wealth Management’s FTI Consulting FCN Stock Holding History

Cabot Wealth Management’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,435	Closed	-$2.7M	–	129
2025 Q1	$2.7M	Buy	16,435 +1,164	+8%	+$209K	0.34%	68
2024 Q4	$2.92M	Hold	15,271	–	–	0.37%	70
2024 Q3	$3.48M	Buy	15,271 +94	+0.6%	+$20.9K	0.43%	60
2024 Q2	$3.27M	Sell	15,177 -72	-0.5%	-$15.4K	0.43%	60
2024 Q1	$3.21M	Sell	15,249 -122	-0.8%	-$24.5K	0.42%	59
2023 Q4	$3.06M	Sell	15,371 -272	-2%	-$56.3K	0.43%	62
2023 Q3	$2.79M	Sell	15,643 -12	-0.1%	-$2.24K	0.43%	59
2023 Q2	$2.98M	Buy	15,655 +139	+0.9%	+$26.3K	0.44%	57
2023 Q1	$3.06M	Sell	15,516 -136	-0.9%	-$23.6K	0.48%	54
2022 Q4	$2.49M	Buy	15,652 +4,675	+43%	+$780K	0.42%	59
2022 Q3	$1.82M	Buy	+10,977	New	+$1.85M	0.31%	72

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cabot Wealth Management's FCN Position: Q2 2025 in Review

Cabot Wealth Management sold out of FTI Consulting (FCN) in Q2 2025, closing a stake of 16,435 shares — an estimated $2.7M sold.

Cabot Wealth Management first reported a position in FCN in Q3 2022 and held it in 11 quarters. The position peaked at $3.48M in Q3 2024. 389 funds tracked by Wall St. Rank hold FCN as of Q2 2025.

Cabot Wealth Management reported no remaining FTI Consulting position as of Q2 2025 after selling out during the quarter.
Cabot Wealth Management sold 16,435 FTI Consulting shares in Q2 2025, an estimated $2.7M.
Cabot Wealth Management first reported a position in FTI Consulting in Q3 2022 and held it in 11 quarters.
Cabot Wealth Management's FTI Consulting position peaked at $3.48M in Q3 2024.
389 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2025.

Based on Cabot Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.