Optimize Financial’s Cencora COR Stock Holding History

Optimize Financial’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	–	Sell	-1,472	Closed	-$497K	–	335
2025 Q4	$497K	Buy	1,472 +20	+1%	+$6.82K	0.25%	127
2025 Q3	$454K	Buy	+1,452	New	+$427K	0.24%	152

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

Optimize Financial's COR Position: Q1 2026 in Review

Optimize Financial sold out of Cencora (COR) in Q1 2026, closing a stake of 1,472 shares — an estimated $497K sold.

Optimize Financial first reported a position in COR in Q3 2025 and held it in 2 quarters. The position peaked at $497K in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

Optimize Financial reported no remaining Cencora position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,472 Cencora shares in Q1 2026, an estimated $497K.
Optimize Financial first reported a position in Cencora in Q3 2025 and held it in 2 quarters.
Optimize Financial's Cencora position peaked at $497K in Q4 2025.
1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.