MWM
CTRA

Meridian Wealth Management’s Coterra Energy CTRA Stock Holding History

Meridian 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
2026
Q2 		– Sell
-12,657
Closed -$445K – 835
2026
Q1 		$445K Sell
12,657
-61
-0.5% -$1.83K 0.02% 543
2025
Q4 		$335K Buy
12,718
+3,970
+45% +$100K 0.01% 591
2025
Q3 		$207K Buy
8,748
+20
+0.2% +$482 0.01% 676
2025
Q2 		$222K Sell
8,728
-484
-5% -$12.3K 0.01% 626
2025
Q1 		$266K Buy
9,212
+29
+0.3% +$809 0.01% 544
2024
Q4 		$235K Sell
9,183
-9,389
-51% -$233K 0.01% 570
2024
Q3 		$445K Buy
+18,572
New +$458K 0.02% 429
2024
Q2 		– Sell
-18,887
Closed -$527K – 336
2024
Q1 		$527K Buy
18,887
+552
+3% +$14.2K 0.09% 132
2023
Q4 		$468K Sell
18,335
-15,147
-45% -$406K 0.03% 396
2023
Q3 		$906K Buy
+33,482
New +$912K 0.06% 255
2019
Q3 		– Sell
-969
Closed -$222 – 257
2019
Q2 		$222 Buy
+969
New +$24.7K 0.01% 521

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Meridian Wealth Management's CTRA Position: Q2 2026 in Review

Meridian Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 12,657 shares — an estimated $445K sold.

Meridian Wealth Management first reported a position in CTRA in Q2 2019 and held it in 11 quarters. The position peaked at $906K in Q3 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Meridian Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 12,657 Coterra Energy shares in Q2 2026, an estimated $445K.
  • Meridian Wealth Management first reported a position in Coterra Energy in Q2 2019 and held it in 11 quarters.
  • Meridian Wealth Management's Coterra Energy position peaked at $906K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.