Evermay Wealth Management’s Cencora COR Stock Holding History

Evermay 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
2026 Q1	$110K	Hold	350	–	–	0.01%	244
2025 Q4	$118K	Hold	350	–	–	0.01%	245
2025 Q3	$109K	Hold	350	–	–	0.01%	256
2025 Q2	$105K	Hold	350	–	–	0.01%	262
2025 Q1	$97.3K	Hold	350	–	–	0.01%	262
2024 Q4	$78.6K	Hold	350	–	–	0.01%	281
2024 Q3	$78.8K	Hold	350	–	–	0.01%	291
2024 Q2	$78.9K	Hold	350	–	–	0.01%	292
2024 Q1	$85K	Sell	350 -2	-0.6%	-$460	0.01%	297
2023 Q4	$72.3K	Buy	352 +2	+0.6%	+$390	0.01%	290
2023 Q3	$63K	Hold	350	–	–	0.01%	283
2023 Q2	$67.4K	Hold	350	–	–	0.01%	284
2023 Q1	$56K	Hold	350	–	–	0.01%	291
2022 Q4	$58K	Hold	350	–	–	0.01%	286
2022 Q3	$47K	Hold	350	–	–	0.01%	284
2022 Q2	$50K	Hold	350	–	–	0.01%	279
2022 Q1	$54K	Hold	350	–	–	0.01%	295
2021 Q4	$47K	Hold	350	–	–	0.01%	287
2021 Q3	$42K	Hold	350	–	–	0.01%	284
2021 Q2	$40K	Buy	+350	New	+$41.3K	0.01%	309

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

Evermay Wealth Management's COR Position: Q1 2026 in Review

Evermay Wealth Management held its Cencora (COR) position steady in Q1 2026 at 350 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #244.

Evermay Wealth Management first reported a position in COR in Q2 2021 and has held it in 20 quarters since. The position peaked at $118K in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

Evermay Wealth Management held 350 shares of Cencora worth $110K as of Q1 2026.
Evermay Wealth Management left its Cencora share count unchanged in Q1 2026.
Cencora made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #244 holding.
Evermay Wealth Management first reported a position in Cencora in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Cencora position peaked at $118K in Q4 2025.
1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.