CA
CON

Clearstead Advisors’s Concentra Group Holdings CON Stock Holding History

Clearstead 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 		$923 Buy
+31
New +$771 ﹤0.01% 2722
2025
Q4 		– Sell
-13
Closed -$273 – 3317
2025
Q3 		$273 Buy
+13
New +$277 ﹤0.01% 2823

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

Clearstead Advisors's CON Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Concentra Group Holdings (CON) in Q2 2026: 31 shares worth $923. The stake represents ﹤0.01% of the portfolio and ranks #2722 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CON as recently as Q3 2025.

Clearstead Advisors first reported a position in CON in Q3 2025 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Clearstead Advisors held 31 shares of Concentra Group Holdings worth $923 as of Q2 2026.
  • Concentra Group Holdings was a new Clearstead Advisors position in Q2 2026.
  • Concentra Group Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2722 holding.
  • Clearstead Advisors first reported a position in Concentra Group Holdings in Q3 2025 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.