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Whipplewood Advisors’s Concentrix CNXC Stock Holding History

Whipplewood 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
-24
Closed -$657 – 720
2026
Q1 		$657 Buy
+24
New +$852 ﹤0.01% 955
2025
Q3 		– Sell
-60
Closed -$3.17K – 480
2025
Q2 		$3.17K Sell
60
-70
-54% -$3.7K ﹤0.01% 790
2025
Q1 		$2.73K Buy
130
+81
+165% +$3.88K ﹤0.01% 824
2024
Q4 		$2.12K Buy
+49
New +$2.18K ﹤0.01% 862

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

Whipplewood Advisors's CNXC Position: Q2 2026 in Review

Whipplewood Advisors sold out of Concentrix (CNXC) in Q2 2026, closing a stake of 24 shares — an estimated $657 sold.

Whipplewood Advisors first reported a position in CNXC in Q4 2024 and held it in 4 quarters. The position peaked at $3.17K in Q2 2025. 272 funds tracked by Wall St. Rank hold CNXC as of Q2 2026.

  • Whipplewood Advisors reported no remaining Concentrix position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 24 Concentrix shares in Q2 2026, an estimated $657.
  • Whipplewood Advisors first reported a position in Concentrix in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Concentrix position peaked at $3.17K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Concentrix as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.