Phillips Wealth Planners’s Concentra Group Holdings CON Stock Holding History

Phillips Wealth Planners’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 Q3	$229K	Buy	+5,690	New	+$190K	0.16%	191

Other funds holding CON

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Phillips Wealth Planners's CON Position: Q3 2026 in Review

Phillips Wealth Planners opened a new position in Concentra Group Holdings (CON) in Q3 2026: 5,690 shares worth $229K. The stake represents 0.16% of the portfolio and ranks #191 among its holdings.

274 funds tracked by Wall St. Rank hold CON as of Q3 2026.

Phillips Wealth Planners held 5,690 shares of Concentra Group Holdings worth $229K as of Q3 2026.
Concentra Group Holdings was a new Phillips Wealth Planners position in Q3 2026.
Concentra Group Holdings made up 0.16% of Phillips Wealth Planners's portfolio in Q3 2026, its #191 holding.
274 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

Based on Phillips Wealth Planners's 13F filing for Q3 2026, filed 12 Nov 2026.