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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
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 $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

Pinnacle Wealth Planning Services's CAH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cardinal Health (CAH) stake by 4.7% in Q1 2026, buying an estimated $5.38K and bringing the position to 560 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #713.

Pinnacle Wealth Planning Services first reported a position in CAH in Q4 2020 and has held it in 3 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 560 shares of Cardinal Health worth $118K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 25 Cardinal Health shares in Q1 2026, an estimated $5.38K.
  • Cardinal Health made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #713 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cardinal Health in Q4 2020 and has held it in 3 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.