OF
CAH icon

Optimize Financial’s Cardinal Health CAH Stock Holding History

Optimize Financial’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 		$482K Sell
2,028
-7
-0.3% -$1.46K 0.17% 158
2026
Q1 		$430K Buy
+2,035
New +$438K 0.21% 173
2025
Q3 		– Sell
-1,316
Closed -$221K – 342
2025
Q2 		$221K Buy
+1,316
New +$195K 0.14% 203
2025
Q1 		– Sell
-1,969
Closed -$232K – 233
2024
Q4 		$232K Buy
+1,969
New +$230K 0.17% 182

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

Optimize Financial's CAH Position: Q2 2026 in Review

Optimize Financial reduced its Cardinal Health (CAH) stake by 0.34% in Q2 2026, selling an estimated $1.46K and leaving 2,028 shares worth $482K. The position accounts for 0.17% of the portfolio, ranked #158.

Optimize Financial first reported a position in CAH in Q4 2024 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Optimize Financial held 2,028 shares of Cardinal Health worth $482K as of Q2 2026.
  • Optimize Financial sold 7 Cardinal Health shares in Q2 2026, an estimated $1.46K.
  • Cardinal Health made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #158 holding.
  • Optimize Financial first reported a position in Cardinal Health in Q4 2024 and has held it in 4 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.