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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institute for Wealth Management's COR Position: Q1 2026 in Review

Institute for Wealth Management reduced its Cencora (COR) stake by 3.2% in Q1 2026, selling an estimated $92.5K and leaving 7,977 shares worth $2.51M. The position accounts for 0.27% of the portfolio, ranked #84.

Institute for Wealth Management first reported a position in COR in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.78M in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

  • Institute for Wealth Management held 7,977 shares of Cencora worth $2.51M as of Q1 2026.
  • Institute for Wealth Management sold 265 Cencora shares in Q1 2026, an estimated $92.5K.
  • Cencora made up 0.27% of Institute for Wealth Management's portfolio in Q1 2026, its #84 holding.
  • Institute for Wealth Management first reported a position in Cencora in Q1 2024 and has held it in 6 quarters since.
  • Institute for Wealth Management's Cencora position peaked at $2.78M in Q4 2025.
  • 1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

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