EP Wealth Advisors’s Cencora COR Stock Holding History

EP Wealth Advisors’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
2026 Q1	$1M	Sell	3,185 -669	-17%	-$234K	﹤0.01%	644
2025 Q4	$1.3M	Buy	+3,854	New	+$1.31M	0.01%	543
2025 Q2	$692K	Sell	2,307 -650	-22%	-$187K	﹤0.01%	662
2025 Q1	$822K	Sell	2,957 -206	-7%	-$51.7K	0.01%	551
2024 Q4	$711K	Sell	3,163 -2,116	-40%	-$498K	0.01%	586
2024 Q3	$1.19M	Buy	5,279 +1,296	+33%	+$301K	0.01%	457
2024 Q2	$897K	Buy	3,983 +1,306	+49%	+$302K	0.01%	414
2024 Q1	$650K	Buy	2,677 +1,298	+94%	+$298K	0.01%	459
2023 Q4	$283K	Buy	+1,379	New	+$269K	﹤0.01%	631
2023 Q2	–	Sell	-1,745	Closed	-$279K	–	688
2023 Q1	$279K	Buy	+1,745	New	+$277K	﹤0.01%	503
2021 Q3	–	Sell	-7,298	Closed	-$836K	–	534
2021 Q2	$836K	Buy	+7,298	New	+$862K	0.02%	266

Other funds holding COR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's COR Position: Q1 2026 in Review

EP Wealth Advisors reduced its Cencora (COR) stake by 17% in Q1 2026, selling an estimated $234K and leaving 3,185 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #644.

EP Wealth Advisors first reported a position in COR in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.3M in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

EP Wealth Advisors held 3,185 shares of Cencora worth $1M as of Q1 2026.
EP Wealth Advisors sold 669 Cencora shares in Q1 2026, an estimated $234K.
Cencora made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #644 holding.
EP Wealth Advisors first reported a position in Cencora in Q2 2021 and has held it in 11 quarters since.
EP Wealth Advisors's Cencora position peaked at $1.3M in Q4 2025.
1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.