BFG
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Beacon Financial Group’s Cardinal Health CAH Stock Holding History

Beacon Financial Group’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 		$373K Buy
1,571
+17
+1% +$3.53K 0.03% 286
2026
Q1 		$328K Sell
1,554
-2
-0.1% -$431 0.03% 283
2025
Q4 		$320K Buy
1,556
+15
+1% +$2.82K 0.03% 284
2025
Q3 		$242K Sell
1,541
-33
-2% -$5.1K 0.02% 319
2025
Q2 		$264K Buy
1,574
+107
+7% +$15.9K 0.03% 302
2025
Q1 		$202K Buy
+1,467
New +$187K 0.02% 326
2024
Q1 		– Sell
-7,367
Closed -$743K – 322
2023
Q4 		$743K Sell
7,367
-291
-4% -$28.9K 0.09% 173
2023
Q3 		$669K Sell
7,658
-536
-7% -$48.5K 0.1% 160
2023
Q2 		$770K Sell
8,194
-743
-8% -$62.8K 0.1% 149
2023
Q1 		$712K Buy
+8,937
New +$674K 0.1% 155
2022
Q4 		– Sell
-12,005
Closed -$814K – 227
2022
Q3 		$814K Buy
12,005
+1
+0% +$63 0.13% 146
2022
Q2 		$649K Sell
12,004
-93
-0.8% -$5.29K 0.1% 168
2022
Q1 		$688K Buy
+12,097
New +$648K 0.09% 168

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

Beacon Financial Group's CAH Position: Q2 2026 in Review

Beacon Financial Group increased its Cardinal Health (CAH) stake by 1.1% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,571 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #286.

Beacon Financial Group first reported a position in CAH in Q1 2022 and has held it in 13 quarters since. The position peaked at $814K in Q3 2022. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Beacon Financial Group held 1,571 shares of Cardinal Health worth $373K as of Q2 2026.
  • Beacon Financial Group bought 17 Cardinal Health shares in Q2 2026, an estimated $3.53K.
  • Cardinal Health made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #286 holding.
  • Beacon Financial Group first reported a position in Cardinal Health in Q1 2022 and has held it in 13 quarters since.
  • Beacon Financial Group's Cardinal Health position peaked at $814K in Q3 2022.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.