EWA
CON

EverSource Wealth Advisors’s Concentra Group Holdings CON Stock Holding History

EverSource Wealth Advisors’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 		$41.9K Buy
1,410
+1,171
+490% +$29.1K ﹤0.01% 1885
2026
Q1 		$5.13K Sell
239
-160
-40% -$3.56K ﹤0.01% 3261
2025
Q4 		$7.85K Sell
399
-671
-63% -$13.4K ﹤0.01% 2918
2025
Q3 		$22.4K Sell
1,070
-125
-10% -$2.67K ﹤0.01% 2283
2025
Q2 		$24.6K Buy
1,195
+663
+125% +$14.2K ﹤0.01% 2140
2025
Q1 		$11.5K Buy
532
+43
+9% +$946 ﹤0.01% 2030
2024
Q4 		$9.67K Buy
+489
New +$10.1K ﹤0.01% 2011

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's CON Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Concentra Group Holdings (CON) stake by 490% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,410 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

EverSource Wealth Advisors first reported a position in CON in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • EverSource Wealth Advisors held 1,410 shares of Concentra Group Holdings worth $41.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,171 Concentra Group Holdings shares in Q2 2026, an estimated $29.1K.
  • Concentra Group Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1885 holding.
  • EverSource Wealth Advisors first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 7 quarters since.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.