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BFC Planning, Inc.’s Cardinal Health CAH Stock Holding History

BFC Planning, Inc.’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 		$579K Buy
2,435
+35
+1% +$7.27K 0.02% 560
2026
Q1 		$507K Buy
2,400
+625
+35% +$135K 0.02% 566
2025
Q4 		$365K Buy
1,775
+171
+11% +$32.2K 0.02% 649
2025
Q3 		$252K Buy
1,604
+124
+8% +$19.2K 0.02% 589
2025
Q2 		$249K Sell
1,480
-105
-7% -$15.6K 0.02% 554
2025
Q1 		$218K Sell
1,585
-362
-19% -$46.1K 0.02% 577
2024
Q4 		$230K Buy
+1,947
New +$227K 0.02% 558

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s CAH Position: Q2 2026 in Review

BFC Planning, Inc. increased its Cardinal Health (CAH) stake by 1.5% in Q2 2026, buying an estimated $7.27K and bringing the position to 2,435 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #560.

BFC Planning, Inc. first reported a position in CAH in Q4 2024 and has held it in 7 quarters since. 1,506 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • BFC Planning, Inc. held 2,435 shares of Cardinal Health worth $579K as of Q2 2026.
  • BFC Planning, Inc. bought 35 Cardinal Health shares in Q2 2026, an estimated $7.27K.
  • Cardinal Health made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #560 holding.
  • BFC Planning, Inc. first reported a position in Cardinal Health in Q4 2024 and has held it in 7 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.