HWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's CAH Position: Q1 2026 in Review

Heritage Wealth Advisors held its Cardinal Health (CAH) position steady in Q1 2026 at 300 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Heritage Wealth Advisors first reported a position in CAH in Q2 2019 and has held it in 28 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Heritage Wealth Advisors held 300 shares of Cardinal Health worth $63.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Cardinal Health share count unchanged in Q1 2026.
  • Cardinal Health made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #297 holding.
  • Heritage Wealth Advisors first reported a position in Cardinal Health in Q2 2019 and has held it in 28 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.