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Root Financial Partners’s Cardinal Health CAH Stock Holding History

Root Financial Partners’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 		$124K Buy
585
+28
+5% +$6.03K 0.01% 491
2025
Q4 		$114K Buy
557
+90
+19% +$16.9K 0.01% 424
2025
Q3 		$73.3K Buy
+467
New +$72.1K ﹤0.01% 541

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

Root Financial Partners's CAH Position: Q1 2026 in Review

Root Financial Partners increased its Cardinal Health (CAH) stake by 5% in Q1 2026, buying an estimated $6.03K and bringing the position to 585 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #491.

Root Financial Partners first reported a position in CAH in Q3 2025 and has held it in 3 quarters since. 1,424 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Root Financial Partners held 585 shares of Cardinal Health worth $124K as of Q1 2026.
  • Root Financial Partners bought 28 Cardinal Health shares in Q1 2026, an estimated $6.03K.
  • Cardinal Health made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #491 holding.
  • Root Financial Partners first reported a position in Cardinal Health in Q3 2025 and has held it in 3 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.