Rothwell Investment Advisors, LLC’s Concentra Group Holdings CON Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CON Stock Details CON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.2K	Buy	+472	New	+$15.8K	0.01%	671

Other funds holding CON

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CON Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Concentra Group Holdings (CON) in Q3 2026: 472 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #671 among its holdings.

150 funds tracked by Wall St. Rank hold CON as of Q3 2026.

Rothwell Investment Advisors, LLC held 472 shares of Concentra Group Holdings worth $16.2K as of Q3 2026.
Concentra Group Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Concentra Group Holdings made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #671 holding.
150 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.