Wealth Enhancement Advisory Services’s Concentra Group Holdings CON Stock Holding History

Wealth Enhancement Advisory 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	$192K	Buy	14,801 +2,179	+17%	+$54.2K	﹤0.01%	3610
2026 Q1	$264K	Sell	12,622 -890	-7%	-$19.8K	﹤0.01%	2899
2025 Q4	$271K	Sell	13,512 -2,066	-13%	-$41.3K	﹤0.01%	3006
2025 Q3	$327K	Buy	15,578 +5,113	+49%	+$109K	﹤0.01%	2709
2025 Q2	$215K	Buy	+10,465	New	+$224K	﹤0.01%	2930
2025 Q1	–	Sell	-13,435	Closed	-$266K	–	3192
2024 Q4	$266K	Buy	+13,435	New	+$278K	﹤0.01%	2476

Other funds holding CON

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Concentra Group Holdings (CON) stake by 17% in Q2 2026, buying an estimated $54.2K and bringing the position to 14,801 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Wealth Enhancement Advisory Services first reported a position in CON in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q3 2025. 292 funds tracked by Wall St. Rank hold CON as of Q2 2026.

Wealth Enhancement Advisory Services held 14,801 shares of Concentra Group Holdings worth $192K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,179 Concentra Group Holdings shares in Q2 2026, an estimated $54.2K.
Concentra Group Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3610 holding.
Wealth Enhancement Advisory Services first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Concentra Group Holdings position peaked at $327K in Q3 2025.
292 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q2 2026.

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