RWM
CTRA

Rialto Wealth Management’s Coterra Energy CTRA Stock Holding History

Rialto 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
Q1 		$1.93K Buy
55
+9
+20% +$271 ﹤0.01% 879
2025
Q4 		$1.21K Sell
46
-8
-15% -$202 ﹤0.01% 925
2025
Q3 		$1.28K Buy
54
+35
+184% +$844 ﹤0.01% 837
2025
Q2 		$483 Buy
+19
New +$482 ﹤0.01% 1179

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Rialto Wealth Management's CTRA Position: Q1 2026 in Review

Rialto Wealth Management increased its Coterra Energy (CTRA) stake by 20% in Q1 2026, buying an estimated $271 and bringing the position to 55 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Rialto Wealth Management first reported a position in CTRA in Q2 2025 and has held it in 4 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Rialto Wealth Management held 55 shares of Coterra Energy worth $1.93K as of Q1 2026.
  • Rialto Wealth Management bought 9 Coterra Energy shares in Q1 2026, an estimated $271.
  • Coterra Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #879 holding.
  • Rialto Wealth Management first reported a position in Coterra Energy in Q2 2025 and has held it in 4 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.