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Sound Financial Strategies Group’s Cardinal Health CAH Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-1,027
Closed -$211K – 116
2025
Q4 		$211K Sell
1,027
-3,390
-77% -$638K 0.15% 104
2025
Q3 		$693K Sell
4,417
-1,076
-20% -$166K 0.51% 65
2025
Q2 		$923K Buy
5,493
+3,789
+222% +$562K 0.78% 24
2025
Q1 		$235K Sell
1,704
-262
-13% -$33.4K 0.21% 88
2024
Q4 		$233K Buy
1,966
+47
+2% +$5.49K 0.19% 80
2024
Q3 		$212K Sell
1,919
-118
-6% -$12.3K 0.17% 83
2024
Q2 		$200K Sell
2,037
-4,036
-66% -$411K 0.17% 84
2024
Q1 		$680K Sell
6,073
-114
-2% -$12.3K 0.57% 24
2023
Q4 		$624K Sell
6,187
-5,077
-45% -$504K 0.53% 28
2023
Q3 		$978K Sell
11,264
-1,026
-8% -$92.7K 0.81% 14
2023
Q2 		$1.16M Sell
12,290
-1,640
-12% -$139K 0.85% 9
2023
Q1 		$1.05M Sell
13,930
-1,999
-13% -$151K 0.7% 23
2022
Q4 		$1.22M Buy
15,929
+21
+0.1% +$1.6K 0.89% 10
2022
Q3 		$1.06M Sell
15,908
-5,336
-25% -$338K 1.59% 12
2022
Q2 		$1.11M Buy
+21,244
New +$1.21M 0.87% 22
2021
Q1 		– Sell
-11,107
Closed -$595K – 87
2020
Q4 		$595K Buy
+11,107
New +$576K 0.33% 51

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

Sound Financial Strategies Group's CAH Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 1,027 shares — an estimated $211K sold.

Sound Financial Strategies Group first reported a position in CAH in Q4 2020 and held it in 16 quarters. The position peaked at $1.22M in Q4 2022. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,027 Cardinal Health shares in Q1 2026, an estimated $211K.
  • Sound Financial Strategies Group first reported a position in Cardinal Health in Q4 2020 and held it in 16 quarters.
  • Sound Financial Strategies Group's Cardinal Health position peaked at $1.22M in Q4 2022.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.