CAM
CITR

Cresset Asset Management’s CitroTech Inc CITR Stock Holding History

Cresset Asset Management’s Portfolio CITR Stock Details CITR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$80.8K – 1822
2025
Q4 		$80.8K Buy
+10,000
New +$78.7K ﹤0.01% 1591

Other funds holding CITR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LTM
Lotus Technology Management Orlando, Florida $81.5M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cresset Asset Management's CITR Position: Q1 2026 in Review

Cresset Asset Management sold out of CitroTech Inc (CITR) in Q1 2026, closing a stake of 10,000 shares — an estimated $80.8K sold.

Cresset Asset Management first reported a position in CITR in Q4 2025 and held it in 1 quarter. The position peaked at $80.8K in Q4 2025. 20 funds tracked by Wall St. Rank hold CITR as of Q1 2026.

  • Cresset Asset Management reported no remaining CitroTech Inc position as of Q1 2026 after selling out during the quarter.
  • Cresset Asset Management sold 10,000 CitroTech Inc shares in Q1 2026, an estimated $80.8K.
  • Cresset Asset Management first reported a position in CitroTech Inc in Q4 2025 and held it in 1 quarter.
  • Cresset Asset Management's CitroTech Inc position peaked at $80.8K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held CitroTech Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.