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Insight Wealth Strategies’s Cencora COR Stock Holding History

Insight Wealth Strategies’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
Q3 		$7.27M Sell
24,223
-96
-0.4% -$30.2K 0.72% 40
2026
Q2 		$7.01M Buy
24,319
+6,648
+38% +$1.92M 0.68% 44
2026
Q1 		$5.55M Buy
17,671
+199
+1% +$69.5K 0.62% 51
2025
Q4 		$5.9M Buy
17,472
+176
+1% +$60K 0.68% 39
2025
Q3 		$5.41M Buy
17,296
+2,150
+14% +$633K 0.64% 43
2025
Q2 		$4.47M Sell
15,146
-4,826
-24% -$1.39M 0.57% 53
2025
Q1 		$5.55M Sell
19,972
-277
-1% -$69.6K 0.75% 31
2024
Q4 		$4.55M Buy
20,249
+11,232
+125% +$2.64M 0.61% 43
2024
Q3 		$2.03M Buy
9,017
+202
+2% +$46.9K 0.27% 97
2024
Q2 		$1.99M Buy
8,815
+218
+3% +$50.5K 0.28% 91
2024
Q1 		$2.09M Sell
8,597
-1,718
-17% -$395K 0.31% 84
2023
Q4 		$2.12M Sell
10,315
-207
-2% -$40.4K 0.34% 59
2023
Q3 		$1.89M Buy
10,522
+639
+6% +$118K 0.37% 46
2023
Q2 		$1.9M Sell
9,883
-118
-1% -$20.4K 0.36% 45
2023
Q1 		$1.6M Sell
10,001
-375
-4% -$59.5K 0.31% 52
2022
Q4 		$1.72M Buy
10,376
+250
+2% +$39.5K 0.33% 50
2022
Q3 		$1.43M Hold
10,126
– – 0.27% 64
2022
Q2 		$1.43M Sell
10,126
-1,243
-11% -$190K 0.27% 64
2022
Q1 		$1.76M Buy
11,369
+1,221
+12% +$173K 0.26% 61
2021
Q4 		$1.35M Buy
10,148
+1,569
+18% +$193K 0.19% 82
2021
Q3 		$1.02M Buy
8,579
+568
+7% +$68.2K 0.14% 98
2021
Q2 		$917K Buy
+8,011
New +$946K 0.13% 108

Other funds holding COR

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Insight Wealth Strategies's COR Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Cencora (COR) stake by 0.39% in Q3 2026, selling an estimated $30.2K and leaving 24,223 shares worth $7.27M. The position accounts for 0.72% of the portfolio, ranked #40.

Insight Wealth Strategies first reported a position in COR in Q2 2021 and has held it in 22 quarters since. 58 funds tracked by Wall St. Rank hold COR as of Q3 2026.

  • Insight Wealth Strategies held 24,223 shares of Cencora worth $7.27M as of Q3 2026.
  • Insight Wealth Strategies sold 96 Cencora shares in Q3 2026, an estimated $30.2K.
  • Cencora made up 0.72% of Insight Wealth Strategies's portfolio in Q3 2026, its #40 holding.
  • Insight Wealth Strategies first reported a position in Cencora in Q2 2021 and has held it in 22 quarters since.
  • 58 funds tracked by Wall St. Rank held Cencora as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.