Root Financial Partners
COR icon

Root Financial Partners’s Cencora COR Stock Holding History

Root Financial 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
Q3 		$156K Buy
+518
New +$163K 0.01% 546
2026
Q2 		– Sell
-380
Closed -$119K – 992
2026
Q1 		$119K Buy
380
+8
+2% +$2.79K 0.01% 501
2025
Q4 		$126K Buy
372
+74
+25% +$25.2K 0.01% 393
2025
Q3 		$93.2K Buy
+298
New +$87.7K 0.01% 462

Other funds holding COR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's COR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cencora (COR) in Q3 2026: 518 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in COR as recently as Q1 2026.

Root Financial Partners first reported a position in COR in Q3 2025 and has held it in 4 quarters since. 827 funds tracked by Wall St. Rank hold COR as of Q3 2026.

  • Root Financial Partners held 518 shares of Cencora worth $156K as of Q3 2026.
  • Cencora was a new Root Financial Partners position in Q3 2026.
  • Cencora made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #546 holding.
  • Root Financial Partners first reported a position in Cencora in Q3 2025 and has held it in 4 quarters since.
  • 827 funds tracked by Wall St. Rank held Cencora as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.