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Sequoia Financial Advisors’s Cencora COR Stock Holding History

Sequoia Financial 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
2026
Q1 		$3.87M Sell
12,321
-107
-0.9% -$37.4K 0.02% 384
2025
Q4 		$4.2M Buy
12,428
+2,530
+26% +$862K 0.02% 360
2025
Q3 		$3.09M Buy
9,898
+215
+2% +$63.3K 0.02% 410
2025
Q2 		$2.9M Buy
9,683
+291
+3% +$83.8K 0.02% 390
2025
Q1 		$2.61M Buy
9,392
+2,218
+31% +$557K 0.02% 387
2024
Q4 		$1.61M Buy
7,174
+544
+8% +$128K 0.02% 464
2024
Q3 		$1.49M Buy
6,630
+1,245
+23% +$289K 0.02% 446
2024
Q2 		$1.21M Buy
5,385
+245
+5% +$56.7K 0.01% 438
2024
Q1 		$1.25M Sell
5,140
-527
-9% -$121K 0.02% 424
2023
Q4 		$1.16M Buy
5,667
+1,604
+39% +$313K 0.01% 481
2023
Q3 		$731K Buy
4,063
+256
+7% +$47.3K 0.01% 411
2023
Q2 		$733K Sell
3,807
-129
-3% -$22.3K 0.01% 412
2023
Q1 		$630K Buy
3,936
+690
+21% +$109K 0.01% 411
2022
Q4 		$538K Buy
+3,246
New +$513K 0.01% 412
2022
Q3 		– Sell
-1,887
Closed -$267K – 545
2022
Q2 		$267K Buy
1,887
+131
+7% +$20K 0.01% 475
2022
Q1 		$272K Sell
1,756
-11
-0.6% -$1.56K 0.01% 525
2021
Q4 		$235K Buy
+1,767
New +$217K 0.01% 508

Other funds holding COR

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return