LWCFA
CON

Loring Wolcott & Coolidge Fiduciary Advisors’s Concentra Group Holdings CON Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q3 		– Sell
-79,374
Closed -$1.63M – 561
2025
Q2 		$1.63M Sell
79,374
-330
-0.4% -$7.05K 0.01% 134
2025
Q1 		$1.67M Buy
79,704
+330
+0.4% +$7.26K 0.02% 131
2024
Q4 		$1.87M Buy
+79,374
New +$1.64M 0.02% 137

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

Loring Wolcott & Coolidge Fiduciary Advisors's CON Position: Q3 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Concentra Group Holdings (CON) in Q3 2025, closing a stake of 79,374 shares — an estimated $1.63M sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CON in Q4 2024 and held it in 3 quarters. The position peaked at $1.87M in Q4 2024. 250 funds tracked by Wall St. Rank hold CON as of Q3 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Concentra Group Holdings position as of Q3 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 79,374 Concentra Group Holdings shares in Q3 2025, an estimated $1.63M.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Concentra Group Holdings in Q4 2024 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Concentra Group Holdings position peaked at $1.87M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.