PWM
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Pines Wealth Management’s Cardinal Health CAH Stock Holding History

Pines Wealth Management’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
-1,214
Closed -$249K – 221
2025
Q4 		$249K Buy
+1,214
New +$228K 0.08% 196
2025
Q3 		– Sell
-1,686
Closed -$278K – 229
2025
Q2 		$278K Buy
1,686
+6
+0.4% +$890 0.1% 185
2025
Q1 		$210K Buy
+1,680
New +$214K 0.1% 188

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pines Wealth Management's CAH Position: Q1 2026 in Review

Pines Wealth Management sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 1,214 shares — an estimated $249K sold.

Pines Wealth Management first reported a position in CAH in Q1 2025 and held it in 3 quarters. The position peaked at $278K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Pines Wealth Management reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 1,214 Cardinal Health shares in Q1 2026, an estimated $249K.
  • Pines Wealth Management first reported a position in Cardinal Health in Q1 2025 and held it in 3 quarters.
  • Pines Wealth Management's Cardinal Health position peaked at $278K in Q2 2025.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.