UAG
CTRA

United Advisor Group’s Coterra Energy CTRA Stock Holding History

United Advisor Group’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
-14,847
Closed -$522K – 555
2026
Q1 		$522K Buy
+14,847
New +$446K 0.06% 280

Other funds holding CTRA

DekaBank Deutsche Girozentrale
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
IA
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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

United Advisor Group's CTRA Position: Q2 2026 in Review

United Advisor Group sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 14,847 shares — an estimated $522K sold.

United Advisor Group first reported a position in CTRA in Q1 2026 and held it in 1 quarter. The position peaked at $522K in Q1 2026. 6 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • United Advisor Group reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 14,847 Coterra Energy shares in Q2 2026, an estimated $522K.
  • United Advisor Group first reported a position in Coterra Energy in Q1 2026 and held it in 1 quarter.
  • United Advisor Group's Coterra Energy position peaked at $522K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.