Legacy Capital Wealth Partners’s Cencora COR Stock Holding History

Legacy Capital Wealth Partners’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	$464K	Sell	1,477 -625	-30%	-$218K	0.1%	220
2025 Q4	$710K	Sell	2,102 -79	-4%	-$26.9K	0.15%	146
2025 Q3	$682K	Sell	2,181 -70	-3%	-$20.6K	0.15%	150
2025 Q2	$675K	Sell	2,251 -309	-12%	-$89K	0.15%	142
2025 Q1	$712K	Sell	2,560 -679	-21%	-$171K	0.18%	119
2024 Q4	$728K	Sell	3,239 -794	-20%	-$187K	0.18%	117
2024 Q3	$908K	Buy	+4,033	New	+$936K	0.18%	109
2024 Q1	–	Sell	-6,311	Closed	-$1.3M	–	160
2023 Q4	$1.3M	Sell	6,311 -1,613	-20%	-$315K	0.37%	62
2023 Q3	$1.43M	Buy	+7,924	New	+$1.46M	0.39%	49
2023 Q2	–	Sell	-7,864	Closed	-$1.26M	–	79
2023 Q1	$1.26M	Buy	+7,864	New	+$1.25M	0.34%	55

Other funds holding COR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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