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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
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 $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 Management (Ohio)'s CAH Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) held its Cardinal Health (CAH) position steady in Q1 2026 at 2,850 shares worth $602K. The position accounts for 0.3% of the portfolio, ranked #84.

Heritage Wealth Management (Ohio) first reported a position in CAH in Q2 2024 and has held it in 8 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 2,850 shares of Cardinal Health worth $602K as of Q1 2026.
  • Heritage Wealth Management (Ohio) left its Cardinal Health share count unchanged in Q1 2026.
  • Cardinal Health made up 0.3% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #84 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Cardinal Health in Q2 2024 and has held it in 8 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.