Root Financial Partners
CAH icon

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
Q3 		$314K Buy
+1,413
New +$329K 0.01% 308
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's CAH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cardinal Health (CAH) in Q3 2026: 1,413 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CAH as recently as Q1 2026.

Root Financial Partners first reported a position in CAH in Q3 2025 and has held it in 4 quarters since. 1,272 funds tracked by Wall St. Rank hold CAH as of Q3 2026.

  • Root Financial Partners held 1,413 shares of Cardinal Health worth $314K as of Q3 2026.
  • Cardinal Health was a new Root Financial Partners position in Q3 2026.
  • Cardinal Health made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #308 holding.
  • Root Financial Partners first reported a position in Cardinal Health in Q3 2025 and has held it in 4 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.