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Optimist Retirement Group’s Cardinal Health CAH Stock Holding History

Optimist Retirement Group’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 		– Sell
-997
Closed -$205K – 116
2025
Q4 		$205K Buy
+997
New +$188K 0.09% 111

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimist Retirement Group's CAH Position: Q1 2026 in Review

Optimist Retirement Group sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 997 shares — an estimated $205K sold.

Optimist Retirement Group first reported a position in CAH in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,431 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Optimist Retirement Group reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 997 Cardinal Health shares in Q1 2026, an estimated $205K.
  • Optimist Retirement Group first reported a position in Cardinal Health in Q4 2025 and held it in 1 quarter.
  • Optimist Retirement Group's Cardinal Health position peaked at $205K in Q4 2025.
  • 1,431 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.