Concord Wealth Partners’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2K	Buy	+100	New	+$34.8K	﹤0.01%	401
2026 Q1	–	Sell	-100	Closed	-$37K	–	650
2025 Q4	$37K	Hold	100	–	–	﹤0.01%	367
2025 Q3	$48.5K	Hold	100	–	–	0.01%	344
2025 Q2	$49.1K	Hold	100	–	–	0.01%	344
2025 Q1	$42.8K	Sell	100 -1	-1%	-$450	0.01%	339
2024 Q4	$42.9K	Hold	101	–	–	0.01%	350
2024 Q3	$47.5K	Buy	101 +1	+1%	+$448	0.01%	343
2024 Q2	$40.8K	Hold	100	–	–	0.01%	336
2024 Q1	$43.6K	Hold	100	–	–	0.01%	372
2023 Q4	$33.8K	Hold	100	–	–	0.01%	412
2023 Q3	$29.6K	Hold	100	–	–	0.01%	450
2023 Q2	$32.5K	Hold	100	–	–	0.01%	420
2023 Q1	$27.1K	Hold	100	–	–	0.01%	439
2022 Q4	$21.4K	Buy	+100	New	+$20.6K	0.01%	516
2022 Q3	–	Sell	-100	Closed	-$18K	–	899
2022 Q2	$18K	Hold	100	–	–	﹤0.01%	564
2022 Q1	$22K	Hold	100	–	–	0.01%	614
2021 Q4	$26K	Buy	+100	New	+$24.6K	0.01%	587
2021 Q3	–	Sell	-100	Closed	-$21K	–	1005
2021 Q2	$21K	Hold	100	–	–	0.01%	493
2021 Q1	$21K	Buy	+100	New	+$20.5K	0.01%	470

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Concord Wealth Partners's RACE Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Ferrari (RACE) in Q2 2026: 100 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in RACE as recently as Q4 2025.

Concord Wealth Partners first reported a position in RACE in Q1 2021 and has held it in 19 quarters since. The position peaked at $49.1K in Q2 2025. 712 funds tracked by Wall St. Rank hold RACE as of Q2 2026.

Concord Wealth Partners held 100 shares of Ferrari worth $37.2K as of Q2 2026.
Ferrari was a new Concord Wealth Partners position in Q2 2026.
Ferrari made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #401 holding.
Concord Wealth Partners first reported a position in Ferrari in Q1 2021 and has held it in 19 quarters since.
Concord Wealth Partners's Ferrari position peaked at $49.1K in Q2 2025.
712 funds tracked by Wall St. Rank held Ferrari as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.