PWPS
CON

Pinnacle Wealth Planning Services’s Concentra Group Holdings CON Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$59.4K Buy
2,770
+575
+26% +$12.8K 0.01% 1101
2025
Q4 		$43.2K Buy
+2,195
New +$43.9K ﹤0.01% 1300

Other funds holding CON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's CON Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Concentra Group Holdings (CON) stake by 26% in Q1 2026, buying an estimated $12.8K and bringing the position to 2,770 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #1101.

Pinnacle Wealth Planning Services first reported a position in CON in Q4 2025 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold CON as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,770 shares of Concentra Group Holdings worth $59.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 575 Concentra Group Holdings shares in Q1 2026, an estimated $12.8K.
  • Concentra Group Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1101 holding.
  • Pinnacle Wealth Planning Services first reported a position in Concentra Group Holdings in Q4 2025 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.