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Partners in Financial Planning’s Cardinal Health CAH Stock Holding History

Partners in Financial Planning’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 		$457K Hold
2,163
– – 0.08% 79
2025
Q4 		$444K Hold
2,163
– – 0.08% 78
2025
Q3 		$340K Hold
2,163
– – 0.06% 90
2025
Q2 		$363K Hold
2,163
– – 0.07% 88
2025
Q1 		$298K Hold
2,163
– – 0.06% 84
2024
Q4 		$256K Hold
2,163
– – 0.05% 95
2024
Q3 		$239K Hold
2,163
– – 0.05% 98
2024
Q2 		$213K Hold
2,163
– – 0.05% 102
2024
Q1 		$242K Hold
2,163
– – 0.05% 95
2023
Q4 		$218K Buy
+2,163
New +$215K 0.05% 99
2023
Q3 		– Sell
-2,163
Closed -$205K – 97
2023
Q2 		$205K Buy
+2,163
New +$183K 0.05% 94

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 $1.61T AUM 30.72% 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

Partners in Financial Planning's CAH Position: Q1 2026 in Review

Partners in Financial Planning held its Cardinal Health (CAH) position steady in Q1 2026 at 2,163 shares worth $457K. The position accounts for 0.08% of the portfolio, ranked #79.

Partners in Financial Planning first reported a position in CAH in Q2 2023 and has held it in 11 quarters since. 1,429 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Partners in Financial Planning held 2,163 shares of Cardinal Health worth $457K as of Q1 2026.
  • Partners in Financial Planning left its Cardinal Health share count unchanged in Q1 2026.
  • Cardinal Health made up 0.08% of Partners in Financial Planning's portfolio in Q1 2026, its #79 holding.
  • Partners in Financial Planning first reported a position in Cardinal Health in Q2 2023 and has held it in 11 quarters since.
  • 1,429 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.