Wealth Enhancement Advisory Services’s Concentrix CNXC Stock Holding History

Wealth Enhancement Advisory Services’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	$401K	Sell	18,050 -21,098	-54%	-$550K	﹤0.01%	2908
2026 Q1	$1.07M	Buy	39,148 +6,068	+18%	+$215K	﹤0.01%	1748
2025 Q4	$1.46M	Sell	33,080 -28,806	-47%	-$1.17M	﹤0.01%	1713
2025 Q3	$2.96M	Buy	61,886 +3,459	+6%	+$185K	﹤0.01%	1226
2025 Q2	$3.34M	Buy	58,427 +8,157	+16%	+$431K	0.01%	1092
2025 Q1	$2.8M	Buy	50,270 +43,888	+688%	+$2.1M	0.01%	1076
2024 Q4	$276K	Sell	6,382 -4,161	-39%	-$185K	﹤0.01%	2444
2024 Q3	$540K	Buy	10,543 +1,475	+16%	+$98.8K	﹤0.01%	1781
2024 Q2	$574K	Sell	9,068 -2,365	-21%	-$142K	﹤0.01%	1566
2024 Q1	$757K	Buy	11,433 +2,476	+28%	+$201K	﹤0.01%	1358
2023 Q4	$880K	Buy	8,957 +1,713	+24%	+$149K	﹤0.01%	1224
2023 Q3	$580K	Buy	+7,244	New	+$568K	﹤0.01%	1350

Other funds holding CNXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's CNXC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Concentrix (CNXC) stake by 54% in Q2 2026, selling an estimated $550K and leaving 18,050 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Wealth Enhancement Advisory Services first reported a position in CNXC in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.34M in Q2 2025. 271 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

Wealth Enhancement Advisory Services held 18,050 shares of Concentrix worth $401K as of Q2 2026.
Wealth Enhancement Advisory Services sold 21,098 Concentrix shares in Q2 2026, an estimated $550K.
Concentrix made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2908 holding.
Wealth Enhancement Advisory Services first reported a position in Concentrix in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Concentrix position peaked at $3.34M in Q2 2025.
271 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.