Triad Wealth Partners’s Cencora COR Stock Holding History

Triad Wealth 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	$727K	Sell	2,421 -118	-5%	-$37.1K	0.04%	256
2026 Q2	$783K	Buy	2,539 +265	+12%	+$76.4K	0.05%	237
2026 Q1	$714K	Sell	2,274 -111	-5%	-$38.8K	0.06%	215
2025 Q4	$805K	Buy	2,385 +62	+3%	+$21.1K	0.08%	183
2025 Q3	$726K	Buy	2,323 +138	+6%	+$40.6K	0.09%	151
2025 Q2	$655K	Buy	2,185 +107	+5%	+$30.8K	0.13%	117
2025 Q1	$578K	Buy	2,078 +17	+0.8%	+$4.27K	0.18%	93
2024 Q4	$463K	Buy	+2,061	New	+$485K	0.17%	97
2024 Q3	–	Sell	-34	Closed	-$7.67K	–	224
2024 Q2	$7.67K	Buy	+34	New	+$7.87K	﹤0.01%	486

Other funds holding COR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Triad Wealth Partners's COR Position: Q3 2026 in Review

Triad Wealth Partners reduced its Cencora (COR) stake by 4.6% in Q3 2026, selling an estimated $37.1K and leaving 2,421 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #256.

Triad Wealth Partners first reported a position in COR in Q2 2024 and has held it in 9 quarters since. The position peaked at $805K in Q4 2025. 788 funds tracked by Wall St. Rank hold COR as of Q3 2026.

Triad Wealth Partners held 2,421 shares of Cencora worth $727K as of Q3 2026.
Triad Wealth Partners sold 118 Cencora shares in Q3 2026, an estimated $37.1K.
Cencora made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #256 holding.
Triad Wealth Partners first reported a position in Cencora in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Cencora position peaked at $805K in Q4 2025.
788 funds tracked by Wall St. Rank held Cencora as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.