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Independent Advisor Alliance’s Cardinal Health CAH Stock Holding History

Independent Advisor Alliance’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 		$3.89M Sell
18,387
-731
-4% -$157K 0.04% 378
2025
Q4 		$3.93M Sell
19,118
-127
-0.7% -$23.9K 0.1% 174
2025
Q3 		$3.02M Buy
19,245
+2,092
+12% +$323K 0.08% 212
2025
Q2 		$2.88M Buy
17,153
+285
+2% +$42.3K 0.08% 209
2025
Q1 		$2.32M Sell
16,868
-666
-4% -$84.9K 0.08% 228
2024
Q4 		$2.07M Buy
17,534
+1,713
+11% +$200K 0.03% 500
2024
Q3 		$1.75M Buy
15,821
+3,262
+26% +$341K 0.06% 244
2024
Q2 		$1.23M Buy
12,559
+2,119
+20% +$216K 0.04% 288
2024
Q1 		$1.17M Buy
10,440
+591
+6% +$63.8K 0.04% 296
2023
Q4 		$993K Sell
9,849
-3,193
-24% -$317K 0.04% 312
2023
Q3 		$1.13M Buy
13,042
+1,384
+12% +$125K 0.05% 278
2023
Q2 		$1.1M Sell
11,658
-3,187
-21% -$269K 0.05% 291
2023
Q1 		$1.12M Buy
14,845
+496
+3% +$37.4K 0.05% 278
2022
Q4 		$1.1K Sell
14,349
-13,581
-49% -$1.03M ﹤0.01% 294
2022
Q3 		$1.86M Buy
27,930
+5,040
+22% +$319K 0.11% 178
2022
Q2 		$1.2M Buy
22,890
+1,867
+9% +$106K 0.07% 236
2022
Q1 		$1.19M Buy
21,023
+15,378
+272% +$824K 0.06% 252
2021
Q4 		$291K Buy
+5,645
New +$277K 0.01% 533

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

Independent Advisor Alliance's CAH Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Cardinal Health (CAH) stake by 3.8% in Q1 2026, selling an estimated $157K and leaving 18,387 shares worth $3.89M. The position accounts for 0.04% of the portfolio, ranked #378.

Independent Advisor Alliance first reported a position in CAH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.93M in Q4 2025. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Independent Advisor Alliance held 18,387 shares of Cardinal Health worth $3.89M as of Q1 2026.
  • Independent Advisor Alliance sold 731 Cardinal Health shares in Q1 2026, an estimated $157K.
  • Cardinal Health made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #378 holding.
  • Independent Advisor Alliance first reported a position in Cardinal Health in Q4 2021 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Cardinal Health position peaked at $3.93M in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.