SWM
CTRA

Sendero Wealth Management’s Coterra Energy CTRA Stock Holding History

Sendero 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 		$200K Buy
+5,702
New +$171K 0.02% 204

Other funds holding CTRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

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

Sendero Wealth Management opened a new position in Coterra Energy (CTRA) in Q1 2026: 5,702 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

953 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Sendero Wealth Management held 5,702 shares of Coterra Energy worth $200K as of Q1 2026.
  • Coterra Energy was a new Sendero Wealth Management position in Q1 2026.
  • Coterra Energy made up 0.02% of Sendero Wealth Management's portfolio in Q1 2026, its #204 holding.
  • 953 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.