MWM
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Modern Wealth Management’s Cardinal Health CAH Stock Holding History

Modern Wealth Management’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 		$719K Buy
3,026
+560
+23% +$116K 0.01% 610
2026
Q1 		$523K Sell
2,466
-849
-26% -$183K 0.01% 569
2025
Q4 		$681K Buy
3,315
+1,179
+55% +$222K 0.01% 481
2025
Q3 		$335K Buy
2,136
+525
+33% +$81.1K 0.01% 614
2025
Q2 		$271K Buy
+1,611
New +$239K 0.01% 641

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

Modern Wealth Management's CAH Position: Q2 2026 in Review

Modern Wealth Management increased its Cardinal Health (CAH) stake by 23% in Q2 2026, buying an estimated $116K and bringing the position to 3,026 shares worth $719K. The position accounts for 0.01% of the portfolio, ranked #610.

Modern Wealth Management first reported a position in CAH in Q2 2025 and has held it in 5 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Modern Wealth Management held 3,026 shares of Cardinal Health worth $719K as of Q2 2026.
  • Modern Wealth Management bought 560 Cardinal Health shares in Q2 2026, an estimated $116K.
  • Cardinal Health made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Modern Wealth Management first reported a position in Cardinal Health in Q2 2025 and has held it in 5 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.