Iron Horse Wealth Management’s Coterra Energy CTRA Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$914	Hold	36	–	–	﹤0.01%	525
2025 Q1	$1.04K	Hold	36	–	–	﹤0.01%	508
2024 Q4	$919	Hold	36	–	–	﹤0.01%	436
2024 Q3	$862	Hold	36	–	–	﹤0.01%	447
2024 Q2	$960	Hold	36	–	–	﹤0.01%	417
2024 Q1	$1K	Hold	36	–	–	﹤0.01%	403
2023 Q4	$919	Hold	36	–	–	﹤0.01%	435
2023 Q3	$974	Buy	+36	New	+$981	﹤0.01%	432

Other funds holding CTRA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Iron Horse Wealth Management's CTRA Position: Q2 2025 in Review

Iron Horse Wealth Management held its Coterra Energy (CTRA) position steady in Q2 2025 at 36 shares worth $914. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Iron Horse Wealth Management first reported a position in CTRA in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.04K in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

Iron Horse Wealth Management held 36 shares of Coterra Energy worth $914 as of Q2 2025.
Iron Horse Wealth Management left its Coterra Energy share count unchanged in Q2 2025.
Coterra Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #525 holding.
Iron Horse Wealth Management first reported a position in Coterra Energy in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's Coterra Energy position peaked at $1.04K in Q1 2025.
885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.