CWM
COR icon

Congress Wealth Management’s Cencora COR Stock Holding History

Congress Wealth Management’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.13M Buy
27,116
+17,466
+181% +$5.03M 0.08% 285
2025
Q1 		$2.68M Buy
+9,650
New +$2.42M 0.03% 437

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's COR Position: Q2 2025 in Review

Congress Wealth Management increased its Cencora (COR) stake by 181% in Q2 2025, buying an estimated $5.03M and bringing the position to 27,116 shares worth $8.13M. The position accounts for 0.08% of the portfolio, ranked #285.

Congress Wealth Management first reported a position in COR in Q1 2025 and has held it in 2 quarters since. 1,346 funds tracked by Wall St. Rank hold COR as of Q2 2025.

  • Congress Wealth Management held 27,116 shares of Cencora worth $8.13M as of Q2 2025.
  • Congress Wealth Management bought 17,466 Cencora shares in Q2 2025, an estimated $5.03M.
  • Cencora made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #285 holding.
  • Congress Wealth Management first reported a position in Cencora in Q1 2025 and has held it in 2 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Cencora as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.