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Total Wealth Planning & Management’s Concentrix CNXC Stock Holding History

Total Wealth Planning & Management’s Portfolio CNXC Stock Details CNXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,400
Closed -$202K – 219
2026
Q1 		$202K Buy
7,400
+400
+6% +$14.2K 0.15% 186
2025
Q4 		$291K Buy
+7,000
New +$284K 0.22% 162
2025
Q2 		$354K Buy
+6,700
New +$354K 0.29% 129

Other funds holding CNXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GBL
Groupe Bruxelles Lambert Brussels, Belgium $62.2M AUM 57.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Total Wealth Planning & Management's CNXC Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 7,400 shares — an estimated $202K sold.

Total Wealth Planning & Management first reported a position in CNXC in Q2 2025 and held it in 3 quarters. The position peaked at $354K in Q2 2025. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 7,400 Concentrix shares in Q2 2026, an estimated $202K.
  • Total Wealth Planning & Management first reported a position in Concentrix in Q2 2025 and held it in 3 quarters.
  • Total Wealth Planning & Management's Concentrix position peaked at $354K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.