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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
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

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

Root Financial Partners's COR Position: Q1 2026 in Review

Root Financial Partners increased its Cencora (COR) stake by 2.2% in Q1 2026, buying an estimated $2.79K and bringing the position to 380 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #501.

Root Financial Partners first reported a position in COR in Q3 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

  • Root Financial Partners held 380 shares of Cencora worth $119K as of Q1 2026.
  • Root Financial Partners bought 8 Cencora shares in Q1 2026, an estimated $2.79K.
  • Cencora made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #501 holding.
  • Root Financial Partners first reported a position in Cencora in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Cencora position peaked at $126K in Q4 2025.
  • 1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.