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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
Q2 		– Sell
-585
Closed -$124K – 851
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 $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

Root Financial Partners's CAH Position: Q2 2026 in Review

Root Financial Partners sold out of Cardinal Health (CAH) in Q2 2026, closing a stake of 585 shares — an estimated $124K sold.

Root Financial Partners first reported a position in CAH in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Root Financial Partners reported no remaining Cardinal Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 585 Cardinal Health shares in Q2 2026, an estimated $124K.
  • Root Financial Partners first reported a position in Cardinal Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cardinal Health position peaked at $124K in Q1 2026.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.