Kapstone Financial Advisors’s Cardinal Health CAH Stock Holding History

Kapstone Financial 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 Q2	$1.36M	Buy	5,719 +73	+1%	+$15.2K	0.57%	37
2026 Q1	$1.19M	Hold	5,646	–	–	0.58%	35
2025 Q4	$1.16M	Buy	5,646 +245	+5%	+$46.1K	0.58%	32
2025 Q3	$848K	Hold	5,401	–	–	0.4%	37
2025 Q2	$907K	Buy	5,401 +595	+12%	+$88.3K	0.45%	35
2025 Q1	$662K	Hold	4,806	–	–	0.37%	41
2024 Q4	$614K	Buy	4,806 +160	+3%	+$18.7K	0.33%	51
2024 Q3	$510K	Hold	4,646	–	–	0.31%	61
2024 Q2	$457K	Buy	4,646 +230	+5%	+$23.4K	0.3%	59
2024 Q1	$494K	Buy	4,416 +50	+1%	+$5.39K	0.34%	56
2023 Q4	$462K	Buy	4,366 +195	+5%	+$19.3K	0.36%	54
2023 Q3	$362K	Buy	4,171 +213	+5%	+$19.3K	0.33%	60
2023 Q2	$363K	Hold	3,958	–	–	0.3%	65
2023 Q1	$319K	Buy	3,958 +400	+11%	+$30.2K	0.29%	68
2022 Q4	$271K	Buy	+3,558	New	+$270K	0.25%	78

Other funds holding CAH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kapstone Financial Advisors's CAH Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Cardinal Health (CAH) stake by 1.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 5,719 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #37.

Kapstone Financial Advisors first reported a position in CAH in Q4 2022 and has held it in 15 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

Kapstone Financial Advisors held 5,719 shares of Cardinal Health worth $1.36M as of Q2 2026.
Kapstone Financial Advisors bought 73 Cardinal Health shares in Q2 2026, an estimated $15.2K.
Cardinal Health made up 0.57% of Kapstone Financial Advisors's portfolio in Q2 2026, its #37 holding.
Kapstone Financial Advisors first reported a position in Cardinal Health in Q4 2022 and has held it in 15 quarters since.
1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.