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Bogart Wealth LLC’s Cardinal Health CAH Stock Holding History

Bogart Wealth LLC’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 		$55.9K Buy
236
+35
+17% +$7.27K ﹤0.01% 512
2026
Q1 		$42.4K Buy
201
+184
+1,082% +$39.6K ﹤0.01% 535
2025
Q4 		$3.6K Hold
17
– – ﹤0.01% 1066
2025
Q3 		$2.75K Buy
17
+3
+21% +$463 ﹤0.01% 1089
2025
Q2 		$2.43K Sell
14
-45
-76% -$6.68K ﹤0.01% 1066
2025
Q1 		$8.08K Buy
59
+8
+16% +$1.02K ﹤0.01% 797
2024
Q4 		$6.08K Buy
51
+5
+11% +$584 ﹤0.01% 844
2024
Q3 		$5.11K Hold
46
– – ﹤0.01% 826
2024
Q2 		$4.52K Hold
46
– – ﹤0.01% 812
2024
Q1 		$5.14K Hold
46
– – ﹤0.01% 763
2023
Q4 		$4.63K Hold
46
– – ﹤0.01% 764
2023
Q3 		$3.99K Hold
46
– – ﹤0.01% 771
2023
Q2 		$4.34K Buy
46
+43
+1,433% +$3.63K ﹤0.01% 743
2023
Q1 		$251 Sell
3
-1
-25% -$75 ﹤0.01% 1069
2022
Q4 		$284 Hold
4
– – ﹤0.01% 946
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1011
2022
Q2 		$0 Buy
4
+1
+33% +$57 ﹤0.01% 898
2022
Q1 		$0 Hold
3
– – ﹤0.01% 783
2021
Q4 		$0 Hold
3
– – ﹤0.01% 757
2021
Q3 		$0 Hold
3
– – ﹤0.01% 724
2021
Q2 		$0 Sell
3
-371
-99% -$21.7K ﹤0.01% 677
2021
Q1 		$23K Buy
374
+371
+12,367% +$20.5K ﹤0.01% 301
2020
Q4 		$0 Hold
3
– – ﹤0.01% 460
2020
Q3 		$0 Hold
3
– – ﹤0.01% 440
2020
Q2 		$0 Hold
3
– – ﹤0.01% 448
2020
Q1 		$0 Buy
+3
New +$156 ﹤0.01% 427

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CAH Position: Q2 2026 in Review

Bogart Wealth LLC increased its Cardinal Health (CAH) stake by 17% in Q2 2026, buying an estimated $7.27K and bringing the position to 236 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Bogart Wealth LLC first reported a position in CAH in Q1 2020 and has held it in 26 quarters since. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Bogart Wealth LLC held 236 shares of Cardinal Health worth $55.9K as of Q2 2026.
  • Bogart Wealth LLC bought 35 Cardinal Health shares in Q2 2026, an estimated $7.27K.
  • Cardinal Health made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #512 holding.
  • Bogart Wealth LLC first reported a position in Cardinal Health in Q1 2020 and has held it in 26 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.