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Optivise Advisory Services’s Cencora COR Stock Holding History

Optivise Advisory Services’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
-662
Closed -$223K – 191
2025
Q4 		$223K Sell
662
-192
-22% -$65.5K 0.13% 175
2025
Q3 		$267K Sell
854
-81
-9% -$23.8K 0.16% 143
2025
Q2 		$280K Buy
935
+64
+7% +$18.4K 0.14% 146
2025
Q1 		$242K Buy
+871
New +$219K 0.14% 155
2024
Q4 		– Sell
-906
Closed -$204K – 182
2024
Q3 		$204K Sell
906
-116
-11% -$26.9K 0.11% 161
2024
Q2 		$230K Buy
+1,022
New +$237K 0.12% 156

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

Optivise Advisory Services's COR Position: Q1 2026 in Review

Optivise Advisory Services sold out of Cencora (COR) in Q1 2026, closing a stake of 662 shares — an estimated $223K sold.

Optivise Advisory Services first reported a position in COR in Q2 2024 and held it in 6 quarters. The position peaked at $280K in Q2 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

  • Optivise Advisory Services reported no remaining Cencora position as of Q1 2026 after selling out during the quarter.
  • Optivise Advisory Services sold 662 Cencora shares in Q1 2026, an estimated $223K.
  • Optivise Advisory Services first reported a position in Cencora in Q2 2024 and held it in 6 quarters.
  • Optivise Advisory Services's Cencora position peaked at $280K in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.