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Summit Securities Group’s Cardinal Health CAH Stock Holding History

Summit Securities 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
2022
Q3 		– Sell
-100
Closed -$5K – 949
2022
Q2 		$5K Buy
+100
New +$5.68K ﹤0.01% 867
2022
Q1 		– Sell
-5,900
Closed -$304K – 1125
2021
Q4 		$304K Buy
+5,900
New +$289K 0.01% 492
2019
Q4 		– Sell
-180
Closed -$849K – 436
2019
Q3 		$849K Buy
+180
New +$8.22K 0.08% 147

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

Summit Securities Group's CAH Position: Q1 2026 in Review

Summit Securities Group reduced its Cardinal Health (CAH) stake by 96% in Q1 2026, selling an estimated $197K and leaving 39 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Summit Securities Group first reported a position in CAH in Q4 2013 and has held it in 23 quarters since. The position peaked at $698K in Q4 2024. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Summit Securities Group held 39 shares of Cardinal Health worth $8.24K as of Q1 2026.
  • Summit Securities Group sold 915 Cardinal Health shares in Q1 2026, an estimated $197K.
  • Cardinal Health made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #703 holding.
  • Summit Securities Group first reported a position in Cardinal Health in Q4 2013 and has held it in 23 quarters since.
  • Summit Securities Group's Cardinal Health position peaked at $698K in Q4 2024.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.