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 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 $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

Kapstone Financial Advisors's CAH Position: Q1 2026 in Review

Kapstone Financial Advisors held its Cardinal Health (CAH) position steady in Q1 2026 at 5,646 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #35.

Kapstone Financial Advisors first reported a position in CAH in Q4 2022 and has held it in 14 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Kapstone Financial Advisors held 5,646 shares of Cardinal Health worth $1.19M as of Q1 2026.
Kapstone Financial Advisors left its Cardinal Health share count unchanged in Q1 2026.
Cardinal Health made up 0.58% of Kapstone Financial Advisors's portfolio in Q1 2026, its #35 holding.
Kapstone Financial Advisors first reported a position in Cardinal Health in Q4 2022 and has held it in 14 quarters since.
1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.