Curated Wealth Partners’s FTI Consulting FCN Stock Holding History

Curated Wealth Partners’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
2026 Q2	$249K	Buy	46,888 +41,945	+849%	+$6.86M	0.03%	457
2026 Q1	$874K	Sell	4,943 -40	-0.8%	-$6.82K	0.11%	76
2025 Q4	$851K	Buy	4,983 +1,198	+32%	+$197K	0.09%	81
2025 Q3	$612K	Hold	3,785	–	–	0.07%	82
2025 Q2	$611K	Hold	3,785	–	–	0.07%	83
2025 Q1	$621K	Hold	3,785	–	–	0.08%	80
2024 Q4	$723K	Hold	3,785	–	–	0.08%	67
2024 Q3	$861K	Hold	3,785	–	–	0.11%	57
2024 Q2	$816K	Buy	+3,785	New	+$809K	0.11%	55
2024 Q1	–	Sell	-4,997	Closed	-$1M	–	185
2023 Q4	$995K	Sell	4,997 -50	-1%	-$10.3K	0.16%	42
2023 Q3	$900K	Sell	5,047 -56	-1%	-$10.4K	0.16%	40
2023 Q2	$971K	Hold	5,103	–	–	0.19%	37
2023 Q1	$1.01M	Hold	5,103	–	–	0.23%	34
2022 Q4	$810K	Hold	5,103	–	–	0.2%	41
2022 Q3	$846K	Buy	5,103 +102	+2%	+$17.2K	0.25%	35
2022 Q2	$905K	Sell	5,001 -472	-9%	-$77.9K	0.27%	35
2022 Q1	$839K	Hold	5,473	–	–	0.28%	41
2021 Q4	$839K	Hold	5,473	–	–	0.27%	43
2021 Q3	$737K	Hold	5,473	–	–	0.41%	45
2021 Q2	$748K	Buy	5,473 +93	+2%	+$13.1K	0.41%	44
2021 Q1	$754K	Buy	5,380 +1,327	+33%	+$157K	0.46%	35
2020 Q4	$453K	Buy	+4,053	New	+$436K	0.29%	68

Other funds holding FCN

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Curated Wealth Partners's FCN Position: Q2 2026 in Review

Curated Wealth Partners increased its FTI Consulting (FCN) stake by 849% in Q2 2026, buying an estimated $6.86M and bringing the position to 46,888 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #457.

Curated Wealth Partners first reported a position in FCN in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q1 2023. 72 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

Curated Wealth Partners held 46,888 shares of FTI Consulting worth $249K as of Q2 2026.
Curated Wealth Partners bought 41,945 FTI Consulting shares in Q2 2026, an estimated $6.86M.
FTI Consulting made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #457 holding.
Curated Wealth Partners first reported a position in FTI Consulting in Q4 2020 and has held it in 22 quarters since.
Curated Wealth Partners's FTI Consulting position peaked at $1.01M in Q1 2023.
72 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.