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True Wealth Design’s Concentrix CNXC Stock Holding History

True Wealth Design’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 		$4.03K Sell
180
-331
-65% -$8.63K ﹤0.01% 1423
2026
Q1 		$14K Buy
511
+118
+30% +$4.19K ﹤0.01% 852
2025
Q4 		$16.3K Sell
393
-642
-62% -$26K ﹤0.01% 673
2025
Q3 		$47.8K Sell
1,035
-128
-11% -$6.83K 0.01% 323
2025
Q2 		$61.5K Buy
1,163
+328
+39% +$17.3K 0.02% 175
2025
Q1 		$46.5K Buy
+835
New +$40K 0.02% 197
2024
Q4 		– Sell
-119
Closed -$6.1K – 1392
2024
Q3 		$6.1K Buy
+119
New +$7.97K ﹤0.01% 518
2023
Q3 		– Sell
-1
Closed -$81 – 778
2023
Q2 		$81 Buy
+1
New +$94 ﹤0.01% 732

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

True Wealth Design's CNXC Position: Q2 2026 in Review

True Wealth Design reduced its Concentrix (CNXC) stake by 65% in Q2 2026, selling an estimated $8.63K and leaving 180 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

True Wealth Design first reported a position in CNXC in Q2 2023 and has held it in 8 quarters since. The position peaked at $61.5K in Q2 2025. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • True Wealth Design held 180 shares of Concentrix worth $4.03K as of Q2 2026.
  • True Wealth Design sold 331 Concentrix shares in Q2 2026, an estimated $8.63K.
  • Concentrix made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1423 holding.
  • True Wealth Design first reported a position in Concentrix in Q2 2023 and has held it in 8 quarters since.
  • True Wealth Design's Concentrix position peaked at $61.5K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.