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Annex Advisory Services’s Cardinal Health CAH Stock Holding History

Annex Advisory Services’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$682K Buy
2,870
+178
+7% +$37K 0.01% 223
2026
Q1 		$569K Sell
2,692
-306
-10% -$65.9K 0.01% 240
2025
Q4 		$616K Buy
2,998
+1,591
+113% +$299K 0.01% 226
2025
Q3 		$221K Sell
1,407
-98
-7% -$15.1K ﹤0.01% 291
2025
Q2 		$253K Buy
+1,505
New +$223K 0.01% 276
2017
Q2 		– Sell
-9,922
Closed -$809K – 126
2017
Q1 		$809K Buy
9,922
+402
+4% +$31.6K 0.2% 47
2016
Q4 		$685K Buy
9,520
+1,325
+16% +$95.8K 0.17% 53
2016
Q3 		$637K Buy
8,195
+28
+0.3% +$2.26K 0.17% 56
2016
Q2 		$637K Sell
8,167
-171
-2% -$13.6K 0.17% 55
2016
Q1 		$683K Sell
8,338
-32
-0.4% -$2.6K 0.19% 45
2015
Q4 		$747K Buy
8,370
+685
+9% +$58.2K 0.22% 35
2015
Q3 		$590K Buy
7,685
+1,468
+24% +$123K 0.19% 39
2015
Q2 		$520K Buy
6,217
+1,495
+32% +$132K 0.17% 39
2015
Q1 		$426K Buy
4,722
+1,382
+41% +$119K 0.14% 48
2014
Q4 		$270K Buy
+3,340
New +$264K 0.08% 74

Other funds holding CAH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Annex Advisory Services's CAH Position: Q2 2026 in Review

Annex Advisory Services increased its Cardinal Health (CAH) stake by 6.6% in Q2 2026, buying an estimated $37K and bringing the position to 2,870 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #223.

Annex Advisory Services first reported a position in CAH in Q4 2014 and has held it in 15 quarters since. The position peaked at $809K in Q1 2017. 218 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Annex Advisory Services held 2,870 shares of Cardinal Health worth $682K as of Q2 2026.
  • Annex Advisory Services bought 178 Cardinal Health shares in Q2 2026, an estimated $37K.
  • Cardinal Health made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #223 holding.
  • Annex Advisory Services first reported a position in Cardinal Health in Q4 2014 and has held it in 15 quarters since.
  • Annex Advisory Services's Cardinal Health position peaked at $809K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.