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Personal CFO Solutions’s Cardinal Health CAH Stock Holding History

Personal CFO Solutions’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 		$1.31M Sell
5,517
-98
-2% -$20.4K 0.19% 87
2026
Q1 		$1.19M Buy
5,615
+3,581
+176% +$771K 0.17% 108
2025
Q4 		$418K Buy
+2,034
New +$383K 0.07% 271
2024
Q2 		– Sell
-2,235
Closed -$250K – 540
2024
Q1 		$250K Buy
2,235
+242
+12% +$26.1K 0.04% 446
2023
Q4 		$201K Buy
+1,993
New +$198K 0.03% 492
2022
Q4 		– Sell
-13,009
Closed -$867K – 461
2022
Q3 		$867K Sell
13,009
-83
-0.6% -$5.26K 0.22% 85
2022
Q2 		$684K Sell
13,092
-89
-0.7% -$5.06K 0.16% 112
2022
Q1 		$747K Sell
13,181
-115
-0.9% -$6.16K 0.15% 130
2021
Q4 		$685K Buy
+13,296
New +$652K 0.13% 154
2020
Q4 		– Sell
-10,233
Closed – – 380
2020
Q3 		$0 Sell
10,233
-317
-3% -$16.3K ﹤0.01% 166
2020
Q2 		$551K Sell
10,550
-3,555
-25% -$183K 0.16% 119
2020
Q1 		$676K Buy
14,105
+2,953
+26% +$153K 0.24% 94
2019
Q4 		$564K Buy
11,152
+712
+7% +$36.8K 0.16% 133
2019
Q3 		$497K Buy
+10,440
New +$477K 0.2% 124

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

Personal CFO Solutions's CAH Position: Q2 2026 in Review

Personal CFO Solutions reduced its Cardinal Health (CAH) stake by 1.7% in Q2 2026, selling an estimated $20.4K and leaving 5,517 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #87.

Personal CFO Solutions first reported a position in CAH in Q3 2019 and has held it in 14 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Personal CFO Solutions held 5,517 shares of Cardinal Health worth $1.31M as of Q2 2026.
  • Personal CFO Solutions sold 98 Cardinal Health shares in Q2 2026, an estimated $20.4K.
  • Cardinal Health made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #87 holding.
  • Personal CFO Solutions first reported a position in Cardinal Health in Q3 2019 and has held it in 14 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.