CWM
CON

Congress Wealth Management’s Concentra Group Holdings CON Stock Holding History

Congress Wealth Management’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
2025
Q2 		$227K Hold
11,059
– – ﹤0.01% 1123
2025
Q1 		$240K Buy
+11,059
New +$243K ﹤0.01% 995

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Congress Wealth Management's CON Position: Q2 2025 in Review

Congress Wealth Management held its Concentra Group Holdings (CON) position steady in Q2 2025 at 11,059 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Congress Wealth Management first reported a position in CON in Q1 2025 and has held it in 2 quarters since. The position peaked at $240K in Q1 2025. 252 funds tracked by Wall St. Rank hold CON as of Q2 2025.

  • Congress Wealth Management held 11,059 shares of Concentra Group Holdings worth $227K as of Q2 2025.
  • Congress Wealth Management left its Concentra Group Holdings share count unchanged in Q2 2025.
  • Concentra Group Holdings made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1123 holding.
  • Congress Wealth Management first reported a position in Concentra Group Holdings in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Concentra Group Holdings position peaked at $240K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.