Integrated Wealth Concepts’s Concentra Group Holdings CON Stock Holding History

Integrated Wealth Concepts’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	$37.9K	Buy	+1,275	New	+$31.7K	﹤0.01%	3582

Other funds holding CON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's CON Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Concentra Group Holdings (CON) in Q2 2026: 1,275 shares worth $37.9K. The stake represents ﹤0.01% of the portfolio and ranks #3582 among its holdings.

291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

Integrated Wealth Concepts held 1,275 shares of Concentra Group Holdings worth $37.9K as of Q2 2026.
Concentra Group Holdings was a new Integrated Wealth Concepts position in Q2 2026.
Concentra Group Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3582 holding.
291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.