Avantra Family Wealth’s Cardinal Health CAH Stock Holding History

Avantra Family Wealth’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	$1.39M	Sell	5,831 -387	-6%	-$80.4K	0.88%	27
2026 Q1	$1.31M	Sell	6,218 -1,625	-21%	-$350K	0.98%	25
2025 Q4	$1.61M	Buy	7,843 +134	+2%	+$25.2K	1.17%	17
2025 Q3	$1.21M	Sell	7,709 -628	-8%	-$97K	0.91%	32
2025 Q2	$1.4M	Sell	8,337 -52	-0.6%	-$7.72K	1.16%	19
2025 Q1	$1.16M	Buy	8,389 +936	+13%	+$119K	1.11%	18
2024 Q4	$881K	Buy	+7,453	New	+$870K	0.82%	35

Other funds holding CAH

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Avantra Family Wealth's CAH Position: Q2 2026 in Review

Avantra Family Wealth reduced its Cardinal Health (CAH) stake by 6.2% in Q2 2026, selling an estimated $80.4K and leaving 5,831 shares worth $1.39M. The position accounts for 0.88% of the portfolio, ranked #27.

Avantra Family Wealth first reported a position in CAH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q4 2025. 617 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

Avantra Family Wealth held 5,831 shares of Cardinal Health worth $1.39M as of Q2 2026.
Avantra Family Wealth sold 387 Cardinal Health shares in Q2 2026, an estimated $80.4K.
Cardinal Health made up 0.88% of Avantra Family Wealth's portfolio in Q2 2026, its #27 holding.
Avantra Family Wealth first reported a position in Cardinal Health in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Cardinal Health position peaked at $1.61M in Q4 2025.
617 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.