AWM
CON

Abound Wealth Management’s Concentra Group Holdings CON Stock Holding History

Abound Wealth Management’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
Q2 		$149 Sell
5
-2
-29% -$50 ﹤0.01% 1191
2026
Q1 		$151 Hold
7
– – ﹤0.01% 1318
2025
Q4 		$138 Hold
7
– – ﹤0.01% 1320
2025
Q3 		$147 Hold
7
– – ﹤0.01% 1233
2025
Q2 		$144 Hold
7
– – ﹤0.01% 1151
2025
Q1 		$152 Buy
7
+3
+75% +$66 ﹤0.01% 1089
2024
Q4 		$80 Buy
+4
New +$83 ﹤0.01% 1214

Other funds holding CON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abound Wealth Management's CON Position: Q2 2026 in Review

Abound Wealth Management reduced its Concentra Group Holdings (CON) stake by 29% in Q2 2026, selling an estimated $50 and leaving 5 shares worth $149. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Abound Wealth Management first reported a position in CON in Q4 2024 and has held it in 7 quarters since. The position peaked at $152 in Q1 2025. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Abound Wealth Management held 5 shares of Concentra Group Holdings worth $149 as of Q2 2026.
  • Abound Wealth Management sold 2 Concentra Group Holdings shares in Q2 2026, an estimated $50.
  • Concentra Group Holdings made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1191 holding.
  • Abound Wealth Management first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 7 quarters since.
  • Abound Wealth Management's Concentra Group Holdings position peaked at $152 in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.