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Concord Wealth Partners’s Cardinal Health CAH Stock Holding History

Concord Wealth Partners’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 		$29.5K Buy
+124
New +$25.8K ﹤0.01% 434
2026
Q1 		– Sell
-124
Closed -$25.5K – 282
2025
Q4 		$25.5K Sell
124
-36
-23% -$6.78K ﹤0.01% 416
2025
Q3 		$25.1K Hold
160
– – ﹤0.01% 431
2025
Q2 		$26.9K Hold
160
– – ﹤0.01% 428
2025
Q1 		$22K Hold
160
– – ﹤0.01% 425
2024
Q4 		$18.9K Hold
160
– – ﹤0.01% 464
2024
Q3 		$17.7K Hold
160
– – ﹤0.01% 490
2024
Q2 		$15.7K Sell
160
-73
-31% -$7.44K ﹤0.01% 461
2024
Q1 		$26.1K Hold
233
– – ﹤0.01% 454
2023
Q4 		$23.5K Hold
233
– – ﹤0.01% 458
2023
Q3 		$20.2K Buy
233
+71
+44% +$6.42K ﹤0.01% 509
2023
Q2 		$15.3K Sell
162
-117
-42% -$9.88K ﹤0.01% 547
2023
Q1 		$21K Hold
279
– – 0.01% 485
2022
Q4 		$21.4K Buy
+279
New +$21.2K 0.01% 517
2022
Q3 		– Sell
-350
Closed -$18K – 295
2022
Q2 		$18K Sell
350
-21
-6% -$1.19K ﹤0.01% 559
2022
Q1 		$21K Hold
371
– – 0.01% 617
2021
Q4 		$19K Buy
371
+300
+423% +$14.7K ﹤0.01% 654
2021
Q3 		$4K Sell
71
-145
-67% -$7.87K ﹤0.01% 618
2021
Q2 		$12K Buy
216
+2
+0.9% +$117 ﹤0.01% 587
2021
Q1 		$13K Buy
214
+130
+155% +$7.18K ﹤0.01% 536
2020
Q4 		$4K Buy
+84
New +$4.36K ﹤0.01% 431

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

Concord Wealth Partners's CAH Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Cardinal Health (CAH) in Q2 2026: 124 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CAH as recently as Q4 2025.

Concord Wealth Partners first reported a position in CAH in Q4 2020 and has held it in 21 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Concord Wealth Partners held 124 shares of Cardinal Health worth $29.5K as of Q2 2026.
  • Cardinal Health was a new Concord Wealth Partners position in Q2 2026.
  • Cardinal Health made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #434 holding.
  • Concord Wealth Partners first reported a position in Cardinal Health in Q4 2020 and has held it in 21 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.