Creative Planning
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Creative Planning’s Cardinal Health CAH Stock Holding History

Creative Planning’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
2016
Q1 		– Sell
-1,500
Closed -$1K – 4338
2015
Q4 		$1K Buy
+1,500
New +$127K ﹤0.01% 4184

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

Creative Planning's CAH Position: Q1 2026 in Review

Creative Planning increased its Cardinal Health (CAH) stake by 8.1% in Q1 2026, buying an estimated $1.52M and bringing the position to 93,874 shares worth $19.8M. The position accounts for 0.01% of the portfolio, ranked #450.

Creative Planning first reported a position in CAH in Q2 2013 and has held it in 52 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Creative Planning held 93,874 shares of Cardinal Health worth $19.8M as of Q1 2026.
  • Creative Planning bought 7,044 Cardinal Health shares in Q1 2026, an estimated $1.52M.
  • Cardinal Health made up 0.01% of Creative Planning's portfolio in Q1 2026, its #450 holding.
  • Creative Planning first reported a position in Cardinal Health in Q2 2013 and has held it in 52 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.