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Pinnacle Wealth Planning Services’s Cardinal Health CAH Stock Holding History

Pinnacle Wealth Planning Services’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 		$133K Sell
559
-1
-0.2% -$208 0.01% 722
2026
Q1 		$118K Buy
560
+25
+5% +$5.38K 0.01% 713
2025
Q4 		$110K Buy
+535
New +$101K 0.01% 728
2021
Q1 		– Sell
-651
Closed -$35K – 599
2020
Q4 		$35K Buy
+651
New +$33.8K 0.01% 942

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

Pinnacle Wealth Planning Services's CAH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Cardinal Health (CAH) stake by 0.18% in Q2 2026, selling an estimated $208 and leaving 559 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #722.

Pinnacle Wealth Planning Services first reported a position in CAH in Q4 2020 and has held it in 4 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 559 shares of Cardinal Health worth $133K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 Cardinal Health share in Q2 2026, an estimated $208.
  • Cardinal Health made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #722 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cardinal Health in Q4 2020 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.