WANY
CON

Wealthspire Advisors (New York)’s Concentra Group Holdings CON Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-433
Closed -$9.06K – 3000
2025
Q3 		$9.06K Buy
+433
New +$9.23K ﹤0.01% 2066

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 $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s CON Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Concentra Group Holdings (CON) in Q4 2025, closing a stake of 433 shares — an estimated $9.06K sold.

Wealthspire Advisors (New York) first reported a position in CON in Q3 2025 and held it in 1 quarter. The position peaked at $9.06K in Q3 2025. 260 funds tracked by Wall St. Rank hold CON as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Concentra Group Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 433 Concentra Group Holdings shares in Q4 2025, an estimated $9.06K.
  • Wealthspire Advisors (New York) first reported a position in Concentra Group Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Concentra Group Holdings position peaked at $9.06K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.