AWM
CON

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

AE 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
Q1 		$271K Buy
12,637
+1,683
+15% +$37.4K ﹤0.01% 1442
2025
Q4 		$216K Buy
+10,954
New +$219K ﹤0.01% 1487

Other funds holding CON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AE Wealth Management's CON Position: Q1 2026 in Review

AE Wealth Management increased its Concentra Group Holdings (CON) stake by 15% in Q1 2026, buying an estimated $37.4K and bringing the position to 12,637 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

AE Wealth Management first reported a position in CON in Q4 2025 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold CON as of Q1 2026.

  • AE Wealth Management held 12,637 shares of Concentra Group Holdings worth $271K as of Q1 2026.
  • AE Wealth Management bought 1,683 Concentra Group Holdings shares in Q1 2026, an estimated $37.4K.
  • Concentra Group Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1442 holding.
  • AE Wealth Management first reported a position in Concentra Group Holdings in Q4 2025 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.