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Private Client Services’s Cardinal Health CAH Stock Holding History

Private Client 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 		$224K Buy
+943
New +$196K 0.06% 207
2026
Q1 		– Sell
-1,321
Closed -$272K – 213
2025
Q4 		$272K Sell
1,321
-539
-29% -$101K 0.08% 157
2025
Q3 		$292K Buy
1,860
+256
+16% +$39.5K 0.1% 147
2025
Q2 		$269K Buy
+1,604
New +$238K 0.11% 166

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

Private Client Services's CAH Position: Q2 2026 in Review

Private Client Services opened a new position in Cardinal Health (CAH) in Q2 2026: 943 shares worth $224K. The stake represents 0.06% of the portfolio and ranks #207 among its holdings. This is a return to the name: Private Client Services previously reported a position in CAH as recently as Q4 2025.

Private Client Services first reported a position in CAH in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Private Client Services held 943 shares of Cardinal Health worth $224K as of Q2 2026.
  • Cardinal Health was a new Private Client Services position in Q2 2026.
  • Cardinal Health made up 0.06% of Private Client Services's portfolio in Q2 2026, its #207 holding.
  • Private Client Services first reported a position in Cardinal Health in Q2 2025 and has held it in 4 quarters since.
  • Private Client Services's Cardinal Health position peaked at $292K in Q3 2025.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.