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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 – 696
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concord Wealth Partners's LH Position: Q4 2025 in Review

Concord Wealth Partners sold out of Labcorp (LH) in Q4 2025, closing a stake of 152 shares — an estimated $43.6K sold.

Concord Wealth Partners first reported a position in LH in Q4 2020 and held it in 19 quarters. The position peaked at $276K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold LH as of Q4 2025.

  • Concord Wealth Partners reported no remaining Labcorp position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 152 Labcorp shares in Q4 2025, an estimated $43.6K.
  • Concord Wealth Partners first reported a position in Labcorp in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Labcorp position peaked at $276K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Labcorp as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.