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Institute for Wealth Management’s Cencora COR Stock Holding History

Institute for 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
Q2 		$2.2M Sell
7,778
-199
-2% -$57.4K 0.19% 104
2026
Q1 		$2.51M Sell
7,977
-265
-3% -$92.5K 0.27% 84
2025
Q4 		$2.78M Buy
8,242
+7,418
+900% +$2.53M 0.29% 71
2025
Q3 		$258K Hold
824
– – 0.03% 494
2025
Q2 		$247K Hold
824
– – 0.03% 486
2025
Q1 		$229K Buy
+824
New +$207K 0.03% 481
2024
Q2 		– Sell
-824
Closed -$200K – 507
2024
Q1 		$200K Buy
+824
New +$189K 0.03% 491

Other funds holding COR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institute for Wealth Management's COR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Cencora (COR) stake by 2.5% in Q2 2026, selling an estimated $57.4K and leaving 7,778 shares worth $2.2M. The position accounts for 0.19% of the portfolio, ranked #104.

Institute for Wealth Management first reported a position in COR in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q4 2025. 1,346 funds tracked by Wall St. Rank hold COR as of Q2 2026.

  • Institute for Wealth Management held 7,778 shares of Cencora worth $2.2M as of Q2 2026.
  • Institute for Wealth Management sold 199 Cencora shares in Q2 2026, an estimated $57.4K.
  • Cencora made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Institute for Wealth Management first reported a position in Cencora in Q1 2024 and has held it in 7 quarters since.
  • Institute for Wealth Management's Cencora position peaked at $2.78M in Q4 2025.
  • 1,346 funds tracked by Wall St. Rank held Cencora as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.