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Summit Financial’s Cardinal Health CAH Stock Holding History

Summit Financial’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 		$945K Buy
3,979
+869
+28% +$181K 0.01% 857
2026
Q1 		$657K Buy
3,110
+160
+5% +$34.5K 0.01% 921
2025
Q4 		$606K Buy
2,950
+87
+3% +$16.4K 0.01% 825
2025
Q3 		$449K Sell
2,863
-21
-0.7% -$3.24K 0.01% 913
2025
Q2 		$485K Buy
2,884
+506
+21% +$75.1K 0.01% 579
2025
Q1 		$328K Buy
2,378
+338
+17% +$43.1K 0.01% 593
2024
Q4 		$241K Buy
+2,040
New +$238K 0.01% 585

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

Summit Financial's CAH Position: Q2 2026 in Review

Summit Financial increased its Cardinal Health (CAH) stake by 28% in Q2 2026, buying an estimated $181K and bringing the position to 3,979 shares worth $945K. The position accounts for 0.01% of the portfolio, ranked #857.

Summit Financial first reported a position in CAH in Q4 2024 and has held it in 7 quarters since. 1,496 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Summit Financial held 3,979 shares of Cardinal Health worth $945K as of Q2 2026.
  • Summit Financial bought 869 Cardinal Health shares in Q2 2026, an estimated $181K.
  • Cardinal Health made up 0.01% of Summit Financial's portfolio in Q2 2026, its #857 holding.
  • Summit Financial first reported a position in Cardinal Health in Q4 2024 and has held it in 7 quarters since.
  • 1,496 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.