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Avantax Planning Partners’s Cardinal Health CAH Stock Holding History

Avantax Planning Partners’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 		$452K Sell
1,902
-18
-0.9% -$3.74K 0.01% 305
2026
Q1 		$406K Buy
1,920
+100
+5% +$21.5K 0.01% 304
2025
Q4 		$374K Sell
1,820
-2
-0.1% -$376 0.01% 319
2025
Q3 		$286K Sell
1,822
-17
-0.9% -$2.63K 0.01% 363
2025
Q2 		$309K Sell
1,839
-26
-1% -$3.86K 0.01% 349
2025
Q1 		$257K Sell
1,865
-104
-5% -$13.3K 0.01% 367
2024
Q4 		$233K Hold
1,969
– – 0.01% 381
2024
Q3 		$218K Sell
1,969
-236
-11% -$24.7K 0.01% 407
2024
Q2 		$217K Sell
2,205
-261
-11% -$26.6K 0.01% 429
2024
Q1 		$276K Sell
2,466
-138
-5% -$14.9K 0.01% 374
2023
Q4 		$262K Sell
2,604
-142
-5% -$14.1K 0.01% 314
2023
Q3 		$238K Buy
2,746
+12
+0.4% +$1.08K 0.01% 320
2023
Q2 		$259K Buy
+2,734
New +$231K 0.01% 320
2023
Q1 		– Sell
-2,847
Closed -$219K – 378
2022
Q4 		$219K Buy
+2,847
New +$216K 0.01% 344
2018
Q4 		– Sell
-3,709
Closed -$200K – 417
2018
Q3 		$200K Buy
+3,709
New +$190K 0.02% 240
2018
Q2 		– Sell
-3,009
Closed -$189K – 420
2018
Q1 		$189K Buy
+3,009
New +$206K 0.02% 303
2017
Q4 		– Sell
-5,564
Closed -$372K – 320
2017
Q3 		$372K Buy
5,564
+1,025
+23% +$72.5K 0.03% 249
2017
Q2 		$354K Sell
4,539
-36
-0.8% -$2.72K 0.03% 228
2017
Q1 		$373K Buy
4,575
+60
+1% +$4.72K 0.03% 215
2016
Q4 		$325K Buy
+4,515
New +$326K 0.03% 218

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avantax Planning Partners's CAH Position: Q2 2026 in Review

Avantax Planning Partners reduced its Cardinal Health (CAH) stake by 0.94% in Q2 2026, selling an estimated $3.74K and leaving 1,902 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #305.

Avantax Planning Partners first reported a position in CAH in Q4 2016 and has held it in 20 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Avantax Planning Partners held 1,902 shares of Cardinal Health worth $452K as of Q2 2026.
  • Avantax Planning Partners sold 18 Cardinal Health shares in Q2 2026, an estimated $3.74K.
  • Cardinal Health made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #305 holding.
  • Avantax Planning Partners first reported a position in Cardinal Health in Q4 2016 and has held it in 20 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.