GoalVest Advisory’s Cardinal Health CAH Stock Holding History

GoalVest Advisory’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	$1.9K	Buy	+8	New	+$1.66K	﹤0.01%	454
2025 Q2	–	Sell	-3	Closed	-$413	–	381
2025 Q1	$413	Buy	+3	New	+$382	﹤0.01%	379
2022 Q2	–	Sell	-1	Closed	–	–	335
2022 Q1	$0	Buy	+1	New	+$54	﹤0.01%	388
2021 Q1	–	Sell	-9,347	Closed	-$501K	–	177
2020 Q4	$501K	Buy	+9,347	New	+$485K	0.42%	70

Other funds holding CAH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

GoalVest Advisory's CAH Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Cardinal Health (CAH) in Q2 2026: 8 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CAH as recently as Q1 2025.

GoalVest Advisory first reported a position in CAH in Q4 2020 and has held it in 4 quarters since. The position peaked at $501K in Q4 2020. 218 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

GoalVest Advisory held 8 shares of Cardinal Health worth $1.9K as of Q2 2026.
Cardinal Health was a new GoalVest Advisory position in Q2 2026.
Cardinal Health made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #454 holding.
GoalVest Advisory first reported a position in Cardinal Health in Q4 2020 and has held it in 4 quarters since.
GoalVest Advisory's Cardinal Health position peaked at $501K in Q4 2020.
218 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.