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Optimum Investment Advisors’s Cencora COR Stock Holding History

Optimum Investment Advisors’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
2025
Q3 		$78.1K Hold
250
– – 0.03% 290
2025
Q2 		$75K Buy
+250
New +$72K 0.03% 293
2022
Q1 		– Sell
-25
Closed -$3K – 843
2021
Q4 		$3K Hold
25
– – ﹤0.01% 762
2021
Q3 		$3K Hold
25
– – ﹤0.01% 779
2021
Q2 		$3K Hold
25
– – ﹤0.01% 845
2021
Q1 		$3K Hold
25
– – ﹤0.01% 850
2020
Q4 		$2K Buy
+25
New +$2.5K ﹤0.01% 826

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's COR Position: Q3 2025 in Review

Optimum Investment Advisors held its Cencora (COR) position steady in Q3 2025 at 250 shares worth $78.1K. The position accounts for 0.03% of the portfolio, ranked #290.

Optimum Investment Advisors first reported a position in COR in Q4 2020 and has held it in 7 quarters since. 1,358 funds tracked by Wall St. Rank hold COR as of Q3 2025.

  • Optimum Investment Advisors held 250 shares of Cencora worth $78.1K as of Q3 2025.
  • Optimum Investment Advisors left its Cencora share count unchanged in Q3 2025.
  • Cencora made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #290 holding.
  • Optimum Investment Advisors first reported a position in Cencora in Q4 2020 and has held it in 7 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Cencora as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.