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Wealth Preservation Advisors’s Concentrix CNXC Stock Holding History

Wealth Preservation Advisors’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
-469
Closed -$12.8K – 255
2026
Q1 		$12.8K Buy
+469
New +$16.6K 0.01% 376

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

Wealth Preservation Advisors's CNXC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 469 shares — an estimated $12.8K sold.

Wealth Preservation Advisors first reported a position in CNXC in Q1 2026 and held it in 1 quarter. The position peaked at $12.8K in Q1 2026. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 469 Concentrix shares in Q2 2026, an estimated $12.8K.
  • Wealth Preservation Advisors first reported a position in Concentrix in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Concentrix position peaked at $12.8K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.