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FCN icon

NewEdge Wealth’s FTI Consulting FCN Stock Holding History

NewEdge Wealth’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
Q1 		$3.3M Sell
18,679
-2,129
-10% -$363K 0.04% 307
2025
Q4 		$3.55M Sell
20,808
-1,149
-5% -$189K 0.04% 317
2025
Q3 		$3.66M Buy
21,957
+71
+0.3% +$11.8K 0.05% 262
2025
Q2 		$3.68M Sell
21,886
-1,638
-7% -$267K 0.06% 256
2025
Q1 		$3.86M Sell
23,524
-1,009
-4% -$181K 0.07% 228
2024
Q4 		$4.69M Sell
24,533
-4,257
-15% -$878K 0.08% 200
2024
Q3 		$6.55M Buy
28,790
+4,275
+17% +$950K 0.12% 155
2024
Q2 		$5.28M Buy
24,515
+16
+0.1% +$3.42K 0.11% 156
2024
Q1 		$5.27M Buy
24,499
+61
+0.2% +$12.3K 0.12% 155
2023
Q4 		$4.87M Sell
24,438
-1,293
-5% -$268K 0.12% 143
2023
Q3 		$4.59M Sell
25,731
-310
-1% -$57.8K 0.15% 138
2023
Q2 		$4.95M Sell
26,041
-141
-0.5% -$26.7K 0.17% 129
2023
Q1 		$5.17M Sell
26,182
-2,845
-10% -$494K 0.2% 114
2022
Q4 		$4.61M Buy
29,027
+308
+1% +$51.4K 0.2% 117
2022
Q3 		$4.76M Buy
28,719
+1,665
+6% +$280K 0.23% 103
2022
Q2 		$4.89M Buy
27,054
+8,321
+44% +$1.37M 0.22% 108
2022
Q1 		$2.94M Sell
18,733
-37
-0.2% -$5.52K 0.13% 133
2021
Q4 		$2.88M Sell
18,770
-29
-0.2% -$4.23K 0.12% 137
2021
Q3 		$2.53M Buy
18,799
+99
+0.5% +$13.7K 0.15% 115
2021
Q2 		$2.56M Buy
18,700
+1,668
+10% +$235K 0.2% 108
2021
Q1 		$2.39M Buy
17,032
+8,760
+106% +$1.04M 0.24% 95
2020
Q4 		$924K Buy
+8,272
New +$891K 0.28% 90

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth's FCN Position: Q1 2026 in Review

NewEdge Wealth reduced its FTI Consulting (FCN) stake by 10% in Q1 2026, selling an estimated $363K and leaving 18,679 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #307.

NewEdge Wealth first reported a position in FCN in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.55M in Q3 2024. 404 funds tracked by Wall St. Rank hold FCN as of Q1 2026.

  • NewEdge Wealth held 18,679 shares of FTI Consulting worth $3.3M as of Q1 2026.
  • NewEdge Wealth sold 2,129 FTI Consulting shares in Q1 2026, an estimated $363K.
  • FTI Consulting made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #307 holding.
  • NewEdge Wealth first reported a position in FTI Consulting in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's FTI Consulting position peaked at $6.55M in Q3 2024.
  • 404 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.