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Mount Yale Investment Advisors’s Concentra Group Holdings CON Stock Holding History

Mount Yale Investment 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
Q4 		– Sell
-17,620
Closed -$369K – 812
2025
Q3 		$369K Buy
+17,620
New +$376K 0.03% 475

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mount Yale Investment Advisors's CON Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Concentra Group Holdings (CON) in Q4 2025, closing a stake of 17,620 shares — an estimated $369K sold.

Mount Yale Investment Advisors first reported a position in CON in Q3 2025 and held it in 1 quarter. The position peaked at $369K in Q3 2025. 260 funds tracked by Wall St. Rank hold CON as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Concentra Group Holdings position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 17,620 Concentra Group Holdings shares in Q4 2025, an estimated $369K.
  • Mount Yale Investment Advisors first reported a position in Concentra Group Holdings in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Concentra Group Holdings position peaked at $369K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.