Wescott Financial Advisory Group’s Cencora COR Stock Holding History

Wescott Financial Advisory Group’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	$1.04M	Sell	3,311 -185	-5%	-$64.6K	0.09%	98
2025 Q4	$1.18M	Sell	3,496 -13	-0.4%	-$4.43K	0.1%	89
2025 Q3	$1.1M	Sell	3,509 -94	-3%	-$27.7K	0.1%	90
2025 Q2	$1.08M	Sell	3,603 -42	-1%	-$12.1K	0.1%	87
2025 Q1	$1.01M	Sell	3,645 -138	-4%	-$34.7K	0.11%	79
2024 Q4	$850K	Buy	3,783 +7	+0.2%	+$1.65K	0.09%	92
2024 Q3	$850K	Hold	3,776	–	–	0.09%	86
2024 Q2	$851K	Buy	3,776 +12	+0.3%	+$2.78K	0.1%	87
2024 Q1	$915K	Hold	3,764	–	–	0.11%	78
2023 Q4	$773K	Hold	3,764	–	–	0.11%	80
2023 Q3	$677K	Sell	3,764 -2,084	-36%	-$385K	0.12%	81
2023 Q2	$1.13M	Buy	+5,848	New	+$1.01M	0.2%	63

Other funds holding COR

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wescott Financial Advisory Group's COR Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Cencora (COR) stake by 5.3% in Q1 2026, selling an estimated $64.6K and leaving 3,311 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #98.

Wescott Financial Advisory Group first reported a position in COR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2025. 1,426 funds tracked by Wall St. Rank hold COR as of Q1 2026.

Wescott Financial Advisory Group held 3,311 shares of Cencora worth $1.04M as of Q1 2026.
Wescott Financial Advisory Group sold 185 Cencora shares in Q1 2026, an estimated $64.6K.
Cencora made up 0.09% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #98 holding.
Wescott Financial Advisory Group first reported a position in Cencora in Q2 2023 and has held it in 12 quarters since.
Wescott Financial Advisory Group's Cencora position peaked at $1.18M in Q4 2025.
1,426 funds tracked by Wall St. Rank held Cencora as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.