CWP
FCN icon

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
2024
Q2 		– Sell
-4,662
Closed -$980K – 182
2024
Q1 		$980K Buy
+4,662
New +$937K 0.14% 46

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Curated Wealth Partners reduced its FTI Consulting (FCN) stake by 4.7% in Q2 2026, selling an estimated $37.8K and leaving 4,712 shares worth $702K. The position accounts for 0.08% of the portfolio, ranked #84.

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. 377 funds tracked by Wall St. Rank hold FCN as of Q2 2026.

  • Curated Wealth Partners held 4,712 shares of FTI Consulting worth $702K as of Q2 2026.
  • Curated Wealth Partners sold 231 FTI Consulting shares in Q2 2026, an estimated $37.8K.
  • FTI Consulting made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #84 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.
  • 377 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.