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Confluence Wealth Services’s Cardinal Health CAH Stock Holding History

Confluence Wealth Services’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 		$2.2M Buy
9,257
+410
+5% +$85.2K 0.06% 148
2026
Q1 		$1.87M Sell
8,847
-116
-1% -$25K 0.07% 124
2025
Q4 		$1.84M Sell
8,963
-24
-0.3% -$4.52K 0.08% 115
2025
Q3 		$1.41M Buy
8,987
+44
+0.5% +$6.8K 0.07% 136
2025
Q2 		$1.5M Sell
8,943
-6
-0.1% -$890 0.08% 121
2025
Q1 		$1.2M Buy
8,949
+119
+1% +$15.2K 0.08% 134
2024
Q4 		$1.14M Buy
8,830
+74
+0.8% +$8.64K 0.07% 138
2024
Q3 		$968K Buy
8,756
+193
+2% +$20.2K 0.07% 149
2024
Q2 		$842K Buy
8,563
+292
+4% +$29.8K 0.07% 173
2024
Q1 		$926K Sell
8,271
-616
-7% -$66.5K 0.08% 135
2023
Q4 		$896K Sell
8,887
-163
-2% -$16.2K 0.1% 123
2023
Q3 		$786K Buy
9,050
+16
+0.2% +$1.45K 0.16% 108
2023
Q2 		$854K Sell
9,034
-119
-1% -$10.1K 0.18% 108
2023
Q1 		$691K Sell
9,153
-398
-4% -$30K 0.16% 115
2022
Q4 		$734K Buy
9,551
+35
+0.4% +$2.66K 0.19% 103
2022
Q3 		$634K Sell
9,516
-20
-0.2% -$1.27K 0.27% 101
2022
Q2 		$629K Buy
9,536
+13
+0.1% +$739 0.28% 121
2022
Q1 		$539K Buy
9,523
+9,204
+2,885% +$493K 0.19% 134
2021
Q4 		$16K Buy
+319
New +$15.6K 0.01% 784

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

Confluence Wealth Services's CAH Position: Q2 2026 in Review

Confluence Wealth Services increased its Cardinal Health (CAH) stake by 4.6% in Q2 2026, buying an estimated $85.2K and bringing the position to 9,257 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #148.

Confluence Wealth Services first reported a position in CAH in Q4 2021 and has held it in 19 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Confluence Wealth Services held 9,257 shares of Cardinal Health worth $2.2M as of Q2 2026.
  • Confluence Wealth Services bought 410 Cardinal Health shares in Q2 2026, an estimated $85.2K.
  • Cardinal Health made up 0.06% of Confluence Wealth Services's portfolio in Q2 2026, its #148 holding.
  • Confluence Wealth Services first reported a position in Cardinal Health in Q4 2021 and has held it in 19 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.