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Mount Yale Investment Advisors’s Cardinal Health CAH Stock Holding History

Mount Yale Investment 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 		$987K Buy
4,154
+2,241
+117% +$466K 0.02% 587
2026
Q1 		$404K Buy
1,913
+572
+43% +$123K 0.01% 783
2025
Q4 		$276K Sell
1,341
-136
-9% -$25.6K 0.01% 609
2025
Q3 		$232K Sell
1,477
-2,603
-64% -$402K 0.02% 592
2025
Q2 		$685K Buy
+4,080
New +$606K 0.05% 277
2018
Q4 		– Sell
-2,379
Closed -$128K – 385
2018
Q3 		$128K Sell
2,379
-1,213
-34% -$62.1K 0.02% 366
2018
Q2 		$175K Buy
3,592
+1,421
+65% +$80.6K 0.03% 317
2018
Q1 		$136K Buy
+2,171
New +$149K 0.03% 368

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

Mount Yale Investment Advisors's CAH Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Cardinal Health (CAH) stake by 117% in Q2 2026, buying an estimated $466K and bringing the position to 4,154 shares worth $987K. The position accounts for 0.02% of the portfolio, ranked #587.

Mount Yale Investment Advisors first reported a position in CAH in Q1 2018 and has held it in 8 quarters since. 1,496 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Mount Yale Investment Advisors held 4,154 shares of Cardinal Health worth $987K as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,241 Cardinal Health shares in Q2 2026, an estimated $466K.
  • Cardinal Health made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #587 holding.
  • Mount Yale Investment Advisors first reported a position in Cardinal Health in Q1 2018 and has held it in 8 quarters since.
  • 1,496 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.