UCFA
CON

United Capital Financial Advisors’s Concentra Group Holdings CON Stock Holding History

United Capital Financial 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 		$265K Sell
8,894
-2,819
-24% -$70.1K ﹤0.01% 1418
2026
Q1 		$251K Buy
+11,713
New +$261K ﹤0.01% 1449

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

United Capital Financial Advisors's CON Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Concentra Group Holdings (CON) stake by 24% in Q2 2026, selling an estimated $70.1K and leaving 8,894 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

United Capital Financial Advisors first reported a position in CON in Q1 2026 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold CON as of Q2 2026.

  • United Capital Financial Advisors held 8,894 shares of Concentra Group Holdings worth $265K as of Q2 2026.
  • United Capital Financial Advisors sold 2,819 Concentra Group Holdings shares in Q2 2026, an estimated $70.1K.
  • Concentra Group Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1418 holding.
  • United Capital Financial Advisors first reported a position in Concentra Group Holdings in Q1 2026 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.