CPG
CON

Cornerstone Planning Group’s Concentra Group Holdings CON Stock Holding History

Cornerstone Planning Group’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 		$1.81K Hold
58
– – ﹤0.01% 1354
2026
Q1 		$1.32K Hold
58
– – ﹤0.01% 1388
2025
Q4 		$1.24K Buy
58
+1
+2% +$20 ﹤0.01% 1298
2025
Q3 		$1.15K Hold
57
– – ﹤0.01% 1276
2025
Q2 		$1.13K Sell
57
-63
-53% -$1.35K ﹤0.01% 1085
2025
Q1 		$2.51K Buy
+120
New +$2.64K ﹤0.01% 931

Other funds holding CON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's CON Position: Q2 2026 in Review

Cornerstone Planning Group held its Concentra Group Holdings (CON) position steady in Q2 2026 at 58 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Cornerstone Planning Group first reported a position in CON in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51K in Q1 2025. 130 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Cornerstone Planning Group held 58 shares of Concentra Group Holdings worth $1.81K as of Q2 2026.
  • Cornerstone Planning Group left its Concentra Group Holdings share count unchanged in Q2 2026.
  • Concentra Group Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1354 holding.
  • Cornerstone Planning Group first reported a position in Concentra Group Holdings in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Concentra Group Holdings position peaked at $2.51K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.