Herold Advisors’s Cardinal Health CAH Stock Holding History

Herold 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	$581K	Hold	2,750	–	–	0.13%	160
2025 Q4	$565K	Hold	2,750	–	–	0.13%	160
2025 Q3	$432K	Hold	2,750	–	–	0.1%	170
2025 Q2	$462K	Hold	2,750	–	–	0.1%	194
2025 Q1	$379K	Buy	2,750 +150	+6%	+$19.1K	0.08%	199
2024 Q4	$308K	Hold	2,600	–	–	0.07%	216
2024 Q3	$287K	Hold	2,600	–	–	0.06%	225
2024 Q2	$256K	Hold	2,600	–	–	0.06%	231
2024 Q1	$291K	Hold	2,600	–	–	0.07%	220
2023 Q4	$262K	Hold	2,600	–	–	0.07%	209
2023 Q3	$226K	Sell	2,600 -1,000	-28%	-$90.4K	0.07%	222
2023 Q2	$340K	Hold	3,600	–	–	0.1%	187
2023 Q1	$272K	Hold	3,600	–	–	0.09%	196
2022 Q4	$277K	Buy	3,600 +500	+16%	+$38K	0.12%	168
2022 Q3	$206K	Buy	+3,100	New	+$197K	0.1%	178
2022 Q2	–	Sell	-2,950	Closed	-$167K	–	256
2022 Q1	$167K	Buy	+2,950	New	+$158K	0.06%	219
2021 Q4	–	Sell	-3,350	Closed	-$165K	–	261
2021 Q3	$165K	Buy	+3,350	New	+$182K	0.06%	221

Other funds holding CAH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Herold Advisors's CAH Position: Q1 2026 in Review

Herold Advisors held its Cardinal Health (CAH) position steady in Q1 2026 at 2,750 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #160.

Herold Advisors first reported a position in CAH in Q3 2021 and has held it in 17 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Herold Advisors held 2,750 shares of Cardinal Health worth $581K as of Q1 2026.
Herold Advisors left its Cardinal Health share count unchanged in Q1 2026.
Cardinal Health made up 0.13% of Herold Advisors's portfolio in Q1 2026, its #160 holding.
Herold Advisors first reported a position in Cardinal Health in Q3 2021 and has held it in 17 quarters since.
1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.