Physician Wealth Advisors’s Concentra Group Holdings CON Stock Holding History

Physician Wealth 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
2026 Q3	$15.2K	Hold	443	–	–	﹤0.01%	776
2026 Q2	$13.2K	Hold	443	–	–	﹤0.01%	798
2026 Q1	$9.5K	Sell	443 -5	-1%	-$111	﹤0.01%	816
2025 Q4	$8.82K	Sell	448 -47	-9%	-$940	﹤0.01%	813
2025 Q3	$10.4K	Hold	495	–	–	﹤0.01%	740
2025 Q2	$10.2K	Buy	495 +47	+10%	+$1K	﹤0.01%	643
2025 Q1	$9.7K	Buy	448 +5	+1%	+$110	﹤0.01%	616
2024 Q4	$8.76K	Buy	+443	New	+$9.16K	﹤0.01%	649

Other funds holding CON

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Physician Wealth Advisors's CON Position: Q3 2026 in Review

Physician Wealth Advisors held its Concentra Group Holdings (CON) position steady in Q3 2026 at 443 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Physician Wealth Advisors first reported a position in CON in Q4 2024 and has held it in 8 quarters since. 150 funds tracked by Wall St. Rank hold CON as of Q3 2026.

Physician Wealth Advisors held 443 shares of Concentra Group Holdings worth $15.2K as of Q3 2026.
Physician Wealth Advisors left its Concentra Group Holdings share count unchanged in Q3 2026.
Concentra Group Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #776 holding.
Physician Wealth Advisors first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 8 quarters since.
150 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.