Position in COR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$283,828
-$30,312 QoQ
Shares Held
1,003
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.04%
of 13F equity value
Holder Rank
#955
of 1,333 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COR Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026GRAND WEALTH MANAGEMENT, LLC holds $283,828 across 1 Medical Distribution name. COR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COR |
Cencora, Inc.
This page
|
1,003 | $283,828 |
All Filings in COR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,828 | 1,003 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $314,140 | 1,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $337,750 | 1,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $312,530 | 1,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $299,850 | 1,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $278,090 | 1,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $224,680 | 1,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $225,080 | 1,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $225,300 | 1,000 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $242,990 | 1,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $208,255 | 1,014 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||