Olistico Wealth
CNXC icon

Olistico Wealth’s Concentrix CNXC Stock Holding History

Olistico Wealth’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$299 Hold
12
– – ﹤0.01% 351
2026
Q2 		$269 Hold
12
– – ﹤0.01% 332
2026
Q1 		$328 Hold
12
– – ﹤0.01% 337
2025
Q4 		$499 Buy
+12
New +$487 ﹤0.01% 335
2025
Q3 		– Sell
-12
Closed -$634 – 142
2025
Q2 		$634 Hold
12
– – ﹤0.01% 358
2025
Q1 		$668 Buy
+12
New +$575 ﹤0.01% 334

Other funds holding CNXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Olistico Wealth's CNXC Position: Q3 2026 in Review

Olistico Wealth held its Concentrix (CNXC) position steady in Q3 2026 at 12 shares worth $299. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Olistico Wealth first reported a position in CNXC in Q1 2025 and has held it in 6 quarters since. The position peaked at $668 in Q1 2025. 218 funds tracked by Wall St. Rank hold CNXC as of Q3 2026.

  • Olistico Wealth held 12 shares of Concentrix worth $299 as of Q3 2026.
  • Olistico Wealth left its Concentrix share count unchanged in Q3 2026.
  • Concentrix made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #351 holding.
  • Olistico Wealth first reported a position in Concentrix in Q1 2025 and has held it in 6 quarters since.
  • Olistico Wealth's Concentrix position peaked at $668 in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Concentrix as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.