Optivise Advisory Services »

AmerisourceBergen shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of AmerisourceBergen (COR) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in AmerisourceBergen

Tip: Access up to 7 years of quarterly data

All positions including AmerisourceBergen held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in AmerisourceBergen by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 854 312.46
2025-06-30 $281k 935 299.99
2025-03-31 $242k 871 278.09
2024-09-30 $204k 906 225.10
2024-06-30 $230k 1.0k 225.19

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding AmerisourceBergen

Vanguard Group
BlackRock
State Street Corporation
Walgreens Boots Alliance
Geode Capital Management
Jpmorgan Chase & Co
Robeco Investment Management
Invesco
Wellington Management Company
FMR
Morgan Stanley
Capital Research Global Investors
T. Rowe Price Investment Management
Northern Trust
Wells Fargo & Company

View all funds holding AmerisourceBergen