IMA Advisory Services’s Cardinal Health CAH Stock Holding History

IMA Advisory Services’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	$200K	Buy	948 +2	+0.2%	+$431	0.02%	175
2025 Q4	$194K	Hold	946	–	–	0.02%	181
2025 Q3	$148K	Hold	946	–	–	0.02%	178
2025 Q2	$159K	Hold	946	–	–	0.02%	175
2025 Q1	$130K	Buy	+946	New	+$121K	0.02%	181
2024 Q4	–	Sell	-946	Closed	-$105K	–	184
2024 Q3	$105K	Buy	+946	New	+$98.9K	0.02%	153
2023 Q4	–	Sell	-946	Closed	-$82.1K	–	94
2023 Q3	$82.1K	Hold	946	–	–	0.02%	162
2023 Q2	$89.5K	Hold	946	–	–	0.02%	158
2023 Q1	$71.4K	Hold	946	–	–	0.02%	166
2022 Q4	$72.7K	Hold	946	–	–	0.02%	172
2022 Q3	$63K	Hold	946	–	–	0.02%	177
2022 Q2	$49K	Hold	946	–	–	0.01%	188
2022 Q1	$54K	Hold	946	–	–	0.01%	163
2021 Q4	$49K	Hold	946	–	–	0.01%	170
2021 Q3	$47K	Hold	946	–	–	0.01%	162
2021 Q2	$54K	Hold	946	–	–	0.01%	154
2021 Q1	$57K	Hold	946	–	–	0.01%	151
2020 Q4	$51K	Hold	946	–	–	0.01%	149
2020 Q3	$44K	Hold	946	–	–	0.01%	156
2020 Q2	$49K	Hold	946	–	–	0.02%	154
2020 Q1	$45K	Hold	946	–	–	0.02%	151
2019 Q4	$48K	Hold	946	–	–	0.02%	153
2019 Q3	$45K	Hold	946	–	–	0.02%	154
2019 Q2	$45K	Hold	946	–	–	0.02%	153
2019 Q1	$46K	Hold	946	–	–	0.02%	155
2018 Q4	$42K	Hold	946	–	–	0.02%	163
2018 Q3	$51K	Hold	946	–	–	0.02%	157
2018 Q2	$46K	Buy	+946	New	+$53.6K	0.02%	171
2016 Q4	–	Sell	-10,297	Closed	-$800K	–	114
2016 Q3	$800K	Sell	10,297 -2,447	-19%	-$198K	0.46%	67
2016 Q2	$994K	Sell	12,744 -654	-5%	-$52.1K	0.62%	59
2016 Q1	$1.08M	Buy	13,398 +948	+8%	+$77.1K	0.62%	60
2015 Q4	$1.09M	Buy	12,450 +510	+4%	+$43.3K	0.66%	49
2015 Q3	$898K	Sell	11,940 -440	-4%	-$36.8K	0.57%	58
2015 Q2	$1.04M	Sell	12,380 -270	-2%	-$23.8K	0.49%	57
2015 Q1	$1.14M	Buy	+12,650	New	+$1.09M	0.56%	51

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

IMA Advisory Services's CAH Position: Q1 2026 in Review

IMA Advisory Services increased its Cardinal Health (CAH) stake by 0.21% in Q1 2026, buying an estimated $431 and bringing the position to 948 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #175.

IMA Advisory Services first reported a position in CAH in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.14M in Q1 2015. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

IMA Advisory Services held 948 shares of Cardinal Health worth $200K as of Q1 2026.
IMA Advisory Services bought 2 Cardinal Health shares in Q1 2026, an estimated $431.
Cardinal Health made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #175 holding.
IMA Advisory Services first reported a position in Cardinal Health in Q1 2015 and has held it in 35 quarters since.
IMA Advisory Services's Cardinal Health position peaked at $1.14M in Q1 2015.
1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.