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Heritage Wealth Management (Ohio)’s Cardinal Health CAH Stock Holding History

Heritage Wealth Management (Ohio)’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 		$609K Sell
2,565
-285
-10% -$59.2K 0.15% 145
2026
Q1 		$602K Hold
2,850
– – 0.3% 84
2025
Q4 		$586K Sell
2,850
-60
-2% -$11.3K 0.16% 135
2025
Q3 		$457K Hold
2,910
– – 0.13% 152
2025
Q2 		$489K Hold
2,910
– – 0.16% 140
2025
Q1 		$401K Sell
2,910
-40
-1% -$5.1K 0.14% 159
2024
Q4 		$349K Hold
2,950
– – 0.12% 171
2024
Q3 		$326K Hold
2,950
– – 0.11% 173
2024
Q2 		$283K Buy
+2,950
New +$301K 0.09% 187

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Ohio)'s CAH Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its Cardinal Health (CAH) stake by 10% in Q2 2026, selling an estimated $59.2K and leaving 2,565 shares worth $609K. The position accounts for 0.15% of the portfolio, ranked #145.

Heritage Wealth Management (Ohio) first reported a position in CAH in Q2 2024 and has held it in 9 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 2,565 shares of Cardinal Health worth $609K as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 285 Cardinal Health shares in Q2 2026, an estimated $59.2K.
  • Cardinal Health made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #145 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cardinal Health in Q2 2024 and has held it in 9 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.