CPL
CAH icon

Capital & Planning LLC’s Cardinal Health CAH Stock Holding History

Capital & Planning 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 		– Sell
-75
Closed -$15.7K – 61
2026
Q1 		$15.7K Buy
+75
New +$16.2K 0.01% 84
2025
Q1 		– Sell
-73
Closed -$8.64K – 53
2024
Q4 		$8.64K Buy
+73
New +$8.52K 0.01% 102

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

Capital & Planning LLC's CAH Position: Q2 2026 in Review

Capital & Planning LLC sold out of Cardinal Health (CAH) in Q2 2026, closing a stake of 75 shares — an estimated $15.7K sold.

Capital & Planning LLC first reported a position in CAH in Q4 2024 and held it in 2 quarters. The position peaked at $15.7K in Q1 2026. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Capital & Planning LLC reported no remaining Cardinal Health position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 75 Cardinal Health shares in Q2 2026, an estimated $15.7K.
  • Capital & Planning LLC first reported a position in Cardinal Health in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Cardinal Health position peaked at $15.7K in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.