Choate Investment Advisors’s Coterra Energy CTRA Stock Holding History

Choate Investment 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	$247K	Sell	7,036 -3,475	-33%	-$104K	﹤0.01%	401
2025 Q4	$277K	Buy	10,511 +496	+5%	+$12.5K	0.01%	381
2025 Q3	$237K	Sell	10,015 -30	-0.3%	-$724	﹤0.01%	377
2025 Q2	$255K	Sell	10,045 -22	-0.2%	-$558	0.01%	362
2025 Q1	$291K	Sell	10,067 -108	-1%	-$3.01K	0.01%	331
2024 Q4	$260K	Buy	10,175 +23	+0.2%	+$572	0.01%	352
2024 Q3	$243K	Buy	10,152 +195	+2%	+$4.81K	0.01%	341
2024 Q2	$266K	Sell	9,957 -3,950	-28%	-$109K	0.01%	323
2024 Q1	$388K	Buy	+13,907	New	+$357K	0.01%	297

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

Choate Investment Advisors's CTRA Position: Q1 2026 in Review

Choate Investment Advisors reduced its Coterra Energy (CTRA) stake by 33% in Q1 2026, selling an estimated $104K and leaving 7,036 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Choate Investment Advisors first reported a position in CTRA in Q1 2024 and has held it in 9 quarters since. The position peaked at $388K in Q1 2024. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

Choate Investment Advisors held 7,036 shares of Coterra Energy worth $247K as of Q1 2026.
Choate Investment Advisors sold 3,475 Coterra Energy shares in Q1 2026, an estimated $104K.
Coterra Energy made up ﹤0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #401 holding.
Choate Investment Advisors first reported a position in Coterra Energy in Q1 2024 and has held it in 9 quarters since.
Choate Investment Advisors's Coterra Energy position peaked at $388K in Q1 2024.
956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.