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Sax Wealth Advisors’s Cardinal Health CAH Stock Holding History

Sax Wealth Advisors’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 		$1.07M Buy
5,061
+397
+9% +$82.5K 0.04% 220
2026
Q1 		$958K Hold
4,664
– – 0.05% 199
2025
Q4 		$958K Buy
+4,664
New +$878K 0.05% 208

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

Sax Wealth Advisors's CAH Position: Q2 2026 in Review

Sax Wealth Advisors increased its Cardinal Health (CAH) stake by 8.5% in Q2 2026, buying an estimated $82.5K and bringing the position to 5,061 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #220.

Sax Wealth Advisors first reported a position in CAH in Q4 2025 and has held it in 3 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Sax Wealth Advisors held 5,061 shares of Cardinal Health worth $1.07M as of Q2 2026.
  • Sax Wealth Advisors bought 397 Cardinal Health shares in Q2 2026, an estimated $82.5K.
  • Cardinal Health made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Sax Wealth Advisors first reported a position in Cardinal Health in Q4 2025 and has held it in 3 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.