Position in COR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$747,350
-$85,435 QoQ
Shares Held
2,641
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#702
of 1,333 holders
Holding Since
Sep 2024
8 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, 2026Heritage Wealth Management, Inc. holds $1,356,691 across 2 Medical Distribution names. COR ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COR |
Cencora, Inc.
This page
|
2,641 | $747,350 | |
| 2 | CAH |
Cardinal Health Inc
|
2,565 | $609,341 |
All Filings in COR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,350 | 2,641 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $832,785 | 2,651 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $902,130 | 2,671 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $870,708 | 2,786 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $845,876 | 2,821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $822,590 | 2,958 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $847,717 | 3,773 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $854,853 | 3,798 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||