Forza Wealth Management
CAH icon

Forza Wealth Management’s Cardinal Health CAH Stock Holding History

Forza Wealth 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
Q3 		$3.21M Sell
14,436
-1,409
-9% -$328K 0.93% 27
2026
Q2 		$3.76M Sell
15,845
-10
-0.1% -$2.08K 1.15% 24
2026
Q1 		$3.35M Sell
15,855
-440
-3% -$94.8K 1.17% 25
2025
Q4 		$3.35M Buy
16,295
+65
+0.4% +$12.2K 1.21% 25
2025
Q3 		$2.55M Buy
16,230
+213
+1% +$32.9K 0.98% 30
2025
Q2 		$2.69M Buy
16,017
+192
+1% +$28.5K 1.1% 26
2025
Q1 		$2.18M Buy
15,825
+15
+0.1% +$1.91K 0.98% 29
2024
Q4 		$1.87M Buy
15,810
+5
+0% +$584 0.85% 33
2024
Q3 		$1.75M Buy
15,805
+680
+4% +$71.1K 0.8% 37
2024
Q2 		$1.49M Hold
15,125
– – 0.77% 37
2024
Q1 		$1.69M Sell
15,125
-400
-3% -$43.2K 0.88% 33
2023
Q4 		$1.56M Sell
15,525
-275
-2% -$27.3K 0.86% 34
2023
Q3 		$1.37M Hold
15,800
– – 0.71% 43
2023
Q2 		$1.49M Hold
15,800
– – 0.75% 39
2023
Q1 		$1.19M Sell
15,800
-150
-0.9% -$11.3K 0.61% 51
2022
Q4 		$1.23M Buy
+15,950
New +$1.21M 0.81% 39

Other funds holding CAH

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Forza Wealth Management's CAH Position: Q3 2026 in Review

Forza Wealth Management reduced its Cardinal Health (CAH) stake by 8.9% in Q3 2026, selling an estimated $328K and leaving 14,436 shares worth $3.21M. The position accounts for 0.93% of the portfolio, ranked #27.

Forza Wealth Management first reported a position in CAH in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.76M in Q2 2026. 1,006 funds tracked by Wall St. Rank hold CAH as of Q3 2026.

  • Forza Wealth Management held 14,436 shares of Cardinal Health worth $3.21M as of Q3 2026.
  • Forza Wealth Management sold 1,409 Cardinal Health shares in Q3 2026, an estimated $328K.
  • Cardinal Health made up 0.93% of Forza Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Forza Wealth Management first reported a position in Cardinal Health in Q4 2022 and has held it in 16 quarters since.
  • Forza Wealth Management's Cardinal Health position peaked at $3.76M in Q2 2026.
  • 1,006 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.