Integrated Wealth Concepts’s Cardinal Health CAH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.9M Buy
7,980
+538
+7% +$112K 0.01% 987
2026
Q1
$1.57M Buy
7,442
+6,138
+471% +$1.32M 0.01% 867
2025
Q4
$268K Sell
1,304
-3,262
-71% -$614K ﹤0.01% 1366
2025
Q3
$717K Sell
4,566
-1,262
-22% -$195K 0.01% 1155
2025
Q2
$979K Buy
5,828
+1,465
+34% +$217K 0.01% 927
2025
Q1
$601K Buy
4,363
+280
+7% +$35.7K 0.01% 1065
2024
Q4
$483K Buy
4,083
+748
+22% +$87.3K 0.01% 1132
2024
Q3
$369K Sell
3,335
-6,506
-66% -$680K ﹤0.01% 1223
2024
Q2
$968K Buy
9,841
+204
+2% +$20.8K 0.01% 777
2024
Q1
$1.08M Sell
9,637
-308
-3% -$33.2K 0.02% 722
2023
Q4
$1M Buy
9,945
+3,993
+67% +$396K 0.02% 724
2023
Q3
$517K Sell
5,952
-121
-2% -$10.9K 0.01% 974
2023
Q2
$574K Buy
+6,073
New +$513K 0.01% 926

Other funds holding CAH

Integrated Wealth Concepts's CAH Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Cardinal Health (CAH) stake by 7.2% in Q2 2026, buying an estimated $112K and bringing the position to 7,980 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #987.

Integrated Wealth Concepts first reported a position in CAH in Q2 2023 and has held it in 13 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Integrated Wealth Concepts held 7,980 shares of Cardinal Health worth $1.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 538 Cardinal Health shares in Q2 2026, an estimated $112K.
  • Cardinal Health made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #987 holding.
  • Integrated Wealth Concepts first reported a position in Cardinal Health in Q2 2023 and has held it in 13 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.