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 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	$9.72K	Buy	448 +5	+1%	+$110	﹤0.01%	616
2024 Q4	$8.76K	Buy	+443	New	+$9.16K	﹤0.01%	649

Other funds holding CON

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's CON Position: Q2 2026 in Review

Physician Wealth Advisors held its Concentra Group Holdings (CON) position steady in Q2 2026 at 443 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Physician Wealth Advisors first reported a position in CON in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold CON as of Q2 2026.

Physician Wealth Advisors held 443 shares of Concentra Group Holdings worth $13.2K as of Q2 2026.
Physician Wealth Advisors left its Concentra Group Holdings share count unchanged in Q2 2026.
Concentra Group Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #798 holding.
Physician Wealth Advisors first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.