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Beacon Financial Advisory’s Cardinal Health CAH Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.24M Buy
5,853
+66
+1% +$14.2K 0.28% 90
2025
Q4 		$1.19M Buy
5,787
+15
+0.3% +$2.82K 0.28% 85
2025
Q3 		$906K Buy
5,772
+15
+0.3% +$2.32K 0.21% 133
2025
Q2 		$967K Sell
5,757
-8,590
-60% -$1.27M 0.25% 107
2025
Q1 		$1.98M Sell
14,347
-300
-2% -$38.2K 0.6% 29
2024
Q4 		$1.73M Sell
14,647
-646
-4% -$75.4K 0.56% 34
2024
Q3 		$1.69M Sell
15,293
-224
-1% -$23.4K 0.57% 36
2024
Q2 		$1.53M Buy
15,517
+1,901
+14% +$194K 0.57% 34
2024
Q1 		$1.52M Buy
13,616
+4,937
+57% +$533K 0.74% 25
2023
Q4 		$875K Sell
8,679
-6,595
-43% -$654K 0.42% 69
2023
Q3 		$1.33M Buy
15,274
+305
+2% +$27.6K 0.73% 32
2023
Q2 		$1.42M Sell
14,969
-400
-3% -$33.8K 0.81% 26
2023
Q1 		$1.16M Buy
15,369
+700
+5% +$52.8K 0.74% 31
2022
Q4 		$1.13M Buy
14,669
+100
+0.7% +$7.6K 0.81% 31
2022
Q3 		$971K Sell
14,569
-500
-3% -$31.7K 0.69% 41
2022
Q2 		$788K Hold
15,069
– – 0.45% 64
2022
Q1 		$854K Buy
15,069
+1,500
+11% +$80.3K 0.41% 77
2021
Q4 		$699K Sell
13,569
-800
-6% -$39.2K 0.32% 95
2021
Q3 		$711K Hold
14,369
– – 0.37% 83
2021
Q2 		$820K Sell
14,369
-1,477
-9% -$86.3K 0.44% 77
2021
Q1 		$963K Buy
15,846
+3,425
+28% +$189K 0.55% 52
2020
Q4 		$665K Buy
12,421
+400
+3% +$20.8K 0.43% 71
2020
Q3 		$564K Buy
12,021
+5,300
+79% +$272K 0.49% 64
2020
Q2 		$350K Hold
6,721
– – 0.38% 89
2020
Q1 		$322K Buy
6,721
+2,125
+46% +$110K 0.41% 81
2019
Q4 		$232K Buy
+4,596
New +$237K 0.2% 137

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Financial Advisory's CAH Position: Q1 2026 in Review

Beacon Financial Advisory increased its Cardinal Health (CAH) stake by 1.1% in Q1 2026, buying an estimated $14.2K and bringing the position to 5,853 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #90.

Beacon Financial Advisory first reported a position in CAH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.98M in Q1 2025. 1,425 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Beacon Financial Advisory held 5,853 shares of Cardinal Health worth $1.24M as of Q1 2026.
  • Beacon Financial Advisory bought 66 Cardinal Health shares in Q1 2026, an estimated $14.2K.
  • Cardinal Health made up 0.28% of Beacon Financial Advisory's portfolio in Q1 2026, its #90 holding.
  • Beacon Financial Advisory first reported a position in Cardinal Health in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Cardinal Health position peaked at $1.98M in Q1 2025.
  • 1,425 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.