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Forum Financial Management’s Cardinal Health CAH Stock Holding History

Forum Financial Management’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 		– Sell
-2,626
Closed -$540K – 437
2025
Q4 		$540K Hold
2,626
– – 0.01% 436
2025
Q3 		$412K Buy
2,626
+1
+0% +$154 0.01% 557
2025
Q2 		$441K Buy
2,625
+7
+0.3% +$1.04K 0.01% 466
2025
Q1 		$361K Sell
2,618
-345
-12% -$44K 0.01% 497
2024
Q4 		$350K Hold
2,963
– – 0.01% 525
2024
Q3 		$327K Sell
2,963
-34
-1% -$3.56K 0.01% 476
2024
Q2 		$295K Buy
2,997
+25
+0.8% +$2.55K 0.01% 488
2024
Q1 		$333K Hold
2,972
– – 0.01% 456
2023
Q4 		$300K Sell
2,972
-654
-18% -$64.9K 0.01% 453
2023
Q3 		$315K Hold
3,626
– – 0.01% 409
2023
Q2 		$343K Buy
+3,626
New +$306K 0.01% 396

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's CAH Position: Q1 2026 in Review

Forum Financial Management sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 2,626 shares — an estimated $540K sold.

Forum Financial Management first reported a position in CAH in Q2 2023 and held it in 11 quarters. The position peaked at $540K in Q4 2025. 1,433 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Forum Financial Management reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,626 Cardinal Health shares in Q1 2026, an estimated $540K.
  • Forum Financial Management first reported a position in Cardinal Health in Q2 2023 and held it in 11 quarters.
  • Forum Financial Management's Cardinal Health position peaked at $540K in Q4 2025.
  • 1,433 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.