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Kingswood Wealth Advisors’s Cardinal Health CAH Stock Holding History

Kingswood Wealth 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 		$640K Buy
2,696
+159
+6% +$33K 0.03% 533
2026
Q1 		$536K Buy
2,537
+440
+21% +$94.8K 0.03% 525
2025
Q4 		$431K Buy
2,097
+15
+0.7% +$2.82K 0.02% 567
2025
Q3 		$327K Sell
2,082
-266
-11% -$41.1K 0.02% 597
2025
Q2 		$395K Sell
2,348
-171
-7% -$25.4K 0.03% 486
2025
Q1 		$347K Sell
2,519
-143
-5% -$18.2K 0.03% 494
2024
Q4 		$315K Buy
+2,662
New +$311K 0.02% 589

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's CAH Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Cardinal Health (CAH) stake by 6.3% in Q2 2026, buying an estimated $33K and bringing the position to 2,696 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #533.

Kingswood Wealth Advisors first reported a position in CAH in Q4 2024 and has held it in 7 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Kingswood Wealth Advisors held 2,696 shares of Cardinal Health worth $640K as of Q2 2026.
  • Kingswood Wealth Advisors bought 159 Cardinal Health shares in Q2 2026, an estimated $33K.
  • Cardinal Health made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • Kingswood Wealth Advisors first reported a position in Cardinal Health in Q4 2024 and has held it in 7 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.