Concord Wealth Partners’s Labcorp LH Stock Holding History

Concord Wealth Partners’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-152	Closed	-$43.6K	–	876
2025 Q3	$43.6K	Sell	152 -7	-4%	-$1.88K	0.01%	357
2025 Q2	$41.7K	Sell	159 -13	-8%	-$3.17K	0.01%	370
2025 Q1	$40K	Hold	172	–	–	0.01%	349
2024 Q4	$39.4K	Hold	172	–	–	0.01%	367
2024 Q3	$38.4K	Buy	172 +52	+43%	+$11.4K	0.01%	372
2024 Q2	$24.4K	Sell	120 -155	-56%	-$31.5K	﹤0.01%	401
2024 Q1	$60.1K	Buy	275 +92	+50%	+$20.3K	0.01%	326
2023 Q4	$41.6K	Sell	183 -189	-51%	-$39.7K	0.01%	379
2023 Q3	$74.8K	Sell	372 -89	-19%	-$18.8K	0.02%	320
2023 Q2	$95.6K	Buy	461 +107	+30%	+$20.8K	0.02%	280
2023 Q1	$69.7K	Sell	354 -119	-25%	-$24.5K	0.02%	301
2022 Q4	$95.6K	Buy	+473	New	+$92.4K	0.03%	263
2022 Q3	–	Sell	-445	Closed	-$90K	–	697
2022 Q2	$90K	Sell	445 -428	-49%	-$91.2K	0.02%	275
2022 Q1	$198K	Sell	873 -19	-2%	-$4.47K	0.05%	183
2021 Q4	$241K	Buy	892 +121	+16%	+$30K	0.06%	161
2021 Q3	$186K	Sell	771 -393	-34%	-$99K	0.08%	91
2021 Q2	$276K	Sell	1,164 -77	-6%	-$17.5K	0.08%	106
2021 Q1	$272K	Buy	1,241 +12	+1%	+$2.41K	0.09%	103
2020 Q4	$215K	Buy	+1,229	New	+$212K	0.17%	68

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return