HWM
CON

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

Hemington 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
Q3 		$7K Sell
344
-3
-0.9% -$64 ﹤0.01% 1042
2025
Q2 		$7K Hold
347
– – ﹤0.01% 1017
2025
Q1 		$7K Hold
347
– – ﹤0.01% 962
2024
Q4 		$6K Buy
+347
New +$7.17K ﹤0.01% 980

Other funds holding CON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Hemington Wealth Management's CON Position: Q3 2025 in Review

Hemington Wealth Management reduced its Concentra Group Holdings (CON) stake by 0.86% in Q3 2025, selling an estimated $64 and leaving 344 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Hemington Wealth Management first reported a position in CON in Q4 2024 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold CON as of Q3 2025.

  • Hemington Wealth Management held 344 shares of Concentra Group Holdings worth $7K as of Q3 2025.
  • Hemington Wealth Management sold 3 Concentra Group Holdings shares in Q3 2025, an estimated $64.
  • Concentra Group Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1042 holding.
  • Hemington Wealth Management first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 4 quarters since.
  • 250 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.