OneDigital Investment Advisors’s Coterra Energy CTRA Stock Holding History

OneDigital Investment Advisors’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	-6,599	Closed	-$232K	–	1589
2026 Q1	$232K	Sell	6,599 -4,203	-39%	-$126K	﹤0.01%	1330
2025 Q4	$284K	Sell	10,802 -118	-1%	-$2.97K	﹤0.01%	1244
2025 Q3	$258K	Buy	10,920 +111	+1%	+$2.68K	﹤0.01%	1271
2025 Q2	$274K	Sell	10,809 -131	-1%	-$3.32K	﹤0.01%	1213
2025 Q1	$316K	Buy	+10,940	New	+$305K	﹤0.01%	1075

Other funds holding CTRA

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

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

OneDigital Investment Advisors's CTRA Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 6,599 shares — an estimated $232K sold.

OneDigital Investment Advisors first reported a position in CTRA in Q1 2025 and held it in 5 quarters. The position peaked at $316K in Q1 2025. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

OneDigital Investment Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
OneDigital Investment Advisors sold 6,599 Coterra Energy shares in Q2 2026, an estimated $232K.
OneDigital Investment Advisors first reported a position in Coterra Energy in Q1 2025 and held it in 5 quarters.
OneDigital Investment Advisors's Coterra Energy position peaked at $316K in Q1 2025.
5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.