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Consolidated Planning Corp’s Cardinal Health CAH Stock Holding History

Consolidated Planning Corp’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
Q1 		$5.5M Buy
26,025
+10,455
+67% +$2.25M 0.89% 18
2025
Q4 		$3.2M Buy
15,570
+998
+7% +$188K 0.32% 81
2025
Q3 		$2.29M Buy
+14,572
New +$2.25M 0.24% 92
2025
Q1 		– Sell
-8,926
Closed -$1.06M – 185
2024
Q4 		$1.06M Buy
8,926
+2,552
+40% +$298K 0.14% 96
2024
Q3 		$704K Buy
6,374
+897
+16% +$93.8K 0.1% 108
2024
Q2 		$538K Buy
5,477
+357
+7% +$36.4K 0.09% 111
2024
Q1 		$573K Buy
5,120
+2,017
+65% +$218K 0.1% 105
2023
Q4 		$313K Buy
3,103
+516
+20% +$51.2K 0.06% 120
2023
Q3 		$225K Buy
+2,587
New +$234K 0.05% 141

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's CAH Position: Q1 2026 in Review

Consolidated Planning Corp increased its Cardinal Health (CAH) stake by 67% in Q1 2026, buying an estimated $2.25M and bringing the position to 26,025 shares worth $5.5M. The position accounts for 0.89% of the portfolio, ranked #18.

Consolidated Planning Corp first reported a position in CAH in Q3 2023 and has held it in 9 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Consolidated Planning Corp held 26,025 shares of Cardinal Health worth $5.5M as of Q1 2026.
  • Consolidated Planning Corp bought 10,455 Cardinal Health shares in Q1 2026, an estimated $2.25M.
  • Cardinal Health made up 0.89% of Consolidated Planning Corp's portfolio in Q1 2026, its #18 holding.
  • Consolidated Planning Corp first reported a position in Cardinal Health in Q3 2023 and has held it in 9 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.