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Integrated Wealth Concepts’s Cardinal Health CAH Stock Holding History

Integrated Wealth Concepts’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
Q2 		$1.68M Sell
7,063
-379
-5% -$78.8K 0.01% 926
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Integrated Wealth Concepts reduced its Cardinal Health (CAH) stake by 5.1% in Q2 2026, selling an estimated $78.8K and leaving 7,063 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #926.

Integrated Wealth Concepts first reported a position in CAH in Q2 2023 and has held it in 13 quarters since. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Integrated Wealth Concepts held 7,063 shares of Cardinal Health worth $1.68M as of Q2 2026.
  • Integrated Wealth Concepts sold 379 Cardinal Health shares in Q2 2026, an estimated $78.8K.
  • Cardinal Health made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #926 holding.
  • Integrated Wealth Concepts first reported a position in Cardinal Health in Q2 2023 and has held it in 13 quarters since.
  • 1,500 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.