CX Institutional’s Concentra Group Holdings CON Stock Holding History

CX Institutional’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 Q3	$48K	Buy	1,384 +2	+0.1%	+$67	﹤0.01%	1025
2026 Q2	$41K	Sell	1,382 -429	-24%	-$10.7K	﹤0.01%	1014
2026 Q1	$39K	Sell	1,811 -378	-17%	-$8.41K	﹤0.01%	1012
2025 Q4	$43K	Sell	2,189 -1,661	-43%	-$33.2K	﹤0.01%	997
2025 Q3	$81K	Sell	3,850 -393	-9%	-$8.38K	﹤0.01%	862
2025 Q2	$87K	Sell	4,243 -826	-16%	-$17.6K	﹤0.01%	783
2025 Q1	$110K	Buy	+5,069	New	+$112K	﹤0.01%	733

Other funds holding CON

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's CON Position: Q3 2026 in Review

CX Institutional increased its Concentra Group Holdings (CON) stake by 0.14% in Q3 2026, buying an estimated $67 and bringing the position to 1,384 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

CX Institutional first reported a position in CON in Q1 2025 and has held it in 7 quarters since. The position peaked at $110K in Q1 2025. 9 funds tracked by Wall St. Rank hold CON as of Q3 2026.

CX Institutional held 1,384 shares of Concentra Group Holdings worth $48K as of Q3 2026.
CX Institutional bought 2 Concentra Group Holdings shares in Q3 2026, an estimated $67.
Concentra Group Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1025 holding.
CX Institutional first reported a position in Concentra Group Holdings in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Concentra Group Holdings position peaked at $110K in Q1 2025.
9 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.