Heritage Wealth Advisors’s Cardinal Health CAH Stock Holding History

Heritage Wealth Advisors’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	$75.9K	Buy	319 +19	+6%	+$3.95K	﹤0.01%	291
2026 Q1	$63.4K	Hold	300	–	–	﹤0.01%	297
2025 Q4	$61.7K	Buy	300 +72	+32%	+$13.6K	﹤0.01%	299
2025 Q3	$35.8K	Hold	228	–	–	﹤0.01%	328
2025 Q2	$38.3K	Hold	228	–	–	﹤0.01%	314
2025 Q1	$31.4K	Hold	228	–	–	﹤0.01%	334
2024 Q4	$27K	Hold	228	–	–	﹤0.01%	364
2024 Q3	$25.2K	Sell	228 -140	-38%	-$14.6K	﹤0.01%	380
2024 Q2	$36.2K	Hold	368	–	–	﹤0.01%	341
2024 Q1	$41.2K	Hold	368	–	–	﹤0.01%	343
2023 Q4	$37.1K	Hold	368	–	–	﹤0.01%	362
2023 Q3	$31.9K	Hold	368	–	–	﹤0.01%	343
2023 Q2	$34.8K	Hold	368	–	–	﹤0.01%	359
2023 Q1	$27.8K	Hold	368	–	–	﹤0.01%	376
2022 Q4	$28.3K	Hold	368	–	–	﹤0.01%	380
2022 Q3	$24.5K	Hold	368	–	–	﹤0.01%	361
2022 Q2	$19K	Buy	368 +180	+96%	+$10.2K	﹤0.01%	425
2022 Q1	$11K	Hold	188	–	–	﹤0.01%	431
2021 Q4	$10K	Buy	188 +50	+36%	+$2.45K	﹤0.01%	447
2021 Q3	$6.83K	Hold	138	–	–	﹤0.01%	455
2021 Q2	$7.88K	Hold	138	–	–	﹤0.01%	460
2021 Q1	$8.38K	Hold	138	–	–	﹤0.01%	471
2020 Q4	$7K	Buy	138 +63	+84%	+$3.27K	﹤0.01%	472
2020 Q3	$3.52K	Hold	75	–	–	﹤0.01%	436
2020 Q2	$3.91K	Hold	75	–	–	﹤0.01%	413
2020 Q1	$3.6K	Hold	75	–	–	﹤0.01%	407
2019 Q4	$3.79K	Hold	75	–	–	﹤0.01%	464
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	417
2019 Q2	$3.53K	Buy	+75	New	+$3.46K	﹤0.01%	424

Other funds holding CAH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Advisors's CAH Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Cardinal Health (CAH) stake by 6.3% in Q2 2026, buying an estimated $3.95K and bringing the position to 319 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Heritage Wealth Advisors first reported a position in CAH in Q2 2019 and has held it in 29 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

Heritage Wealth Advisors held 319 shares of Cardinal Health worth $75.9K as of Q2 2026.
Heritage Wealth Advisors bought 19 Cardinal Health shares in Q2 2026, an estimated $3.95K.
Cardinal Health made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #291 holding.
Heritage Wealth Advisors first reported a position in Cardinal Health in Q2 2019 and has held it in 29 quarters since.
1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.