EFG
CAH icon

Everhart Financial Group’s Cardinal Health CAH Stock Holding History

Everhart Financial 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 		$543K Sell
2,285
-1,718
-43% -$357K 0.03% 268
2026
Q1 		$846K Buy
4,003
+119
+3% +$25.6K 0.07% 205
2025
Q4 		$798K Buy
3,884
+2,165
+126% +$407K 0.07% 193
2025
Q3 		$270K Buy
+1,719
New +$266K 0.03% 331
2025
Q1 		– Sell
-1,844
Closed -$218K – 332
2024
Q4 		$218K Buy
+1,844
New +$215K 0.04% 295

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

Everhart Financial Group's CAH Position: Q2 2026 in Review

Everhart Financial Group reduced its Cardinal Health (CAH) stake by 43% in Q2 2026, selling an estimated $357K and leaving 2,285 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #268.

Everhart Financial Group first reported a position in CAH in Q4 2024 and has held it in 5 quarters since. The position peaked at $846K in Q1 2026. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Everhart Financial Group held 2,285 shares of Cardinal Health worth $543K as of Q2 2026.
  • Everhart Financial Group sold 1,718 Cardinal Health shares in Q2 2026, an estimated $357K.
  • Cardinal Health made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #268 holding.
  • Everhart Financial Group first reported a position in Cardinal Health in Q4 2024 and has held it in 5 quarters since.
  • Everhart Financial Group's Cardinal Health position peaked at $846K in Q1 2026.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.