MWM
CON

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

Moran 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
2026
Q2 		$818K Buy
27,503
+14,074
+105% +$350K 0.02% 404
2026
Q1 		$288K Buy
+13,429
New +$299K 0.01% 420

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

Moran Wealth Management's CON Position: Q2 2026 in Review

Moran Wealth Management increased its Concentra Group Holdings (CON) stake by 105% in Q2 2026, buying an estimated $350K and bringing the position to 27,503 shares worth $818K. The position accounts for 0.02% of the portfolio, ranked #404.

Moran Wealth Management first reported a position in CON in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Moran Wealth Management held 27,503 shares of Concentra Group Holdings worth $818K as of Q2 2026.
  • Moran Wealth Management bought 14,074 Concentra Group Holdings shares in Q2 2026, an estimated $350K.
  • Concentra Group Holdings made up 0.02% of Moran Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Moran Wealth Management first reported a position in Concentra Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.