BIA
CON

Bell Investment Advisors’s Concentra Group Holdings CON Stock Holding History

Bell Investment Advisors’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 		$714 Hold
24
– – ﹤0.01% 1619
2026
Q1 		$515 Hold
24
– – ﹤0.01% 1733
2025
Q4 		$473 Buy
+24
New +$480 ﹤0.01% 1765
2025
Q2 		– Sell
-51
Closed -$1.11K – 1990
2025
Q1 		$1.11K Buy
51
+8
+19% +$176 ﹤0.01% 1518
2024
Q4 		$851 Buy
+43
New +$889 ﹤0.01% 1627

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

Bell Investment Advisors's CON Position: Q2 2026 in Review

Bell Investment Advisors held its Concentra Group Holdings (CON) position steady in Q2 2026 at 24 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Bell Investment Advisors first reported a position in CON in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.11K in Q1 2025. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Bell Investment Advisors held 24 shares of Concentra Group Holdings worth $714 as of Q2 2026.
  • Bell Investment Advisors left its Concentra Group Holdings share count unchanged in Q2 2026.
  • Concentra Group Holdings made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1619 holding.
  • Bell Investment Advisors first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 5 quarters since.
  • Bell Investment Advisors's Concentra Group Holdings position peaked at $1.11K in Q1 2025.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.