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Robertson Stephens Wealth Management’s FTI Consulting FCN Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q2 		– Sell
-1,326
Closed -$218K – 564
2025
Q1 		$218K Sell
1,326
-637
-32% -$114K 0.01% 519
2024
Q4 		$375K Buy
1,963
+122
+7% +$25.1K 0.01% 422
2024
Q3 		$419K Sell
1,841
-2
-0.1% -$444 0.02% 451
2024
Q2 		$397K Sell
1,843
-14
-0.8% -$2.99K 0.02% 361
2024
Q1 		$391K Buy
+1,857
New +$373K 0.02% 385

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robertson Stephens Wealth Management's FCN Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of FTI Consulting (FCN) in Q2 2025, closing a stake of 1,326 shares — an estimated $218K sold.

Robertson Stephens Wealth Management first reported a position in FCN in Q1 2024 and held it in 5 quarters. The position peaked at $419K in Q3 2024. 389 funds tracked by Wall St. Rank hold FCN as of Q2 2025.

  • Robertson Stephens Wealth Management reported no remaining FTI Consulting position as of Q2 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,326 FTI Consulting shares in Q2 2025, an estimated $218K.
  • Robertson Stephens Wealth Management first reported a position in FTI Consulting in Q1 2024 and held it in 5 quarters.
  • Robertson Stephens Wealth Management's FTI Consulting position peaked at $419K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.