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Estate Planners Group’s Cardinal Health CAH Stock Holding History

Estate Planners Group’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 		$190K Sell
798
-606
-43% -$126K 0.09% 69
2026
Q1 		$297K Buy
+1,404
New +$302K 0.14% 57

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

Estate Planners Group's CAH Position: Q2 2026 in Review

Estate Planners Group reduced its Cardinal Health (CAH) stake by 43% in Q2 2026, selling an estimated $126K and leaving 798 shares worth $190K. The position accounts for 0.09% of the portfolio, ranked #69.

Estate Planners Group first reported a position in CAH in Q1 2026 and has held it in 2 quarters since. The position peaked at $297K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Estate Planners Group held 798 shares of Cardinal Health worth $190K as of Q2 2026.
  • Estate Planners Group sold 606 Cardinal Health shares in Q2 2026, an estimated $126K.
  • Cardinal Health made up 0.09% of Estate Planners Group's portfolio in Q2 2026, its #69 holding.
  • Estate Planners Group first reported a position in Cardinal Health in Q1 2026 and has held it in 2 quarters since.
  • Estate Planners Group's Cardinal Health position peaked at $297K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.