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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
Q3 		– Sell
-943
Closed -$224K – 233
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Private Client Services's CAH Position: Q3 2026 in Review

Private Client Services sold out of Cardinal Health (CAH) in Q3 2026, closing a stake of 943 shares — an estimated $224K sold.

Private Client Services first reported a position in CAH in Q2 2025 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 52 funds tracked by Wall St. Rank hold CAH as of Q3 2026.

  • Private Client Services reported no remaining Cardinal Health position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 943 Cardinal Health shares in Q3 2026, an estimated $224K.
  • Private Client Services first reported a position in Cardinal Health in Q2 2025 and held it in 4 quarters.
  • Private Client Services's Cardinal Health position peaked at $292K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.