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
Q2 		$86K Buy
2,890
+120
+4% +$2.98K 0.01% 947
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's CON Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Concentra Group Holdings (CON) stake by 4.3% in Q2 2026, buying an estimated $2.98K and bringing the position to 2,890 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #947.

Pinnacle Wealth Planning Services first reported a position in CON in Q4 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,890 shares of Concentra Group Holdings worth $86K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 120 Concentra Group Holdings shares in Q2 2026, an estimated $2.98K.
  • Concentra Group Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #947 holding.
  • Pinnacle Wealth Planning Services first reported a position in Concentra Group Holdings in Q4 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.