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Summit Trail Advisors’s Cardinal Health CAH Stock Holding History

Summit Trail 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 		$2.37M Sell
9,965
-2,235
-18% -$464K 0.03% 504
2026
Q1 		$2.58M Buy
12,200
+4,247
+53% +$915K 0.04% 381
2025
Q4 		$1.63M Sell
7,953
-6,744
-46% -$1.27M 0.03% 531
2025
Q3 		$2.31M Buy
14,697
+10,639
+262% +$1.64M 0.03% 375
2025
Q2 		$682K Buy
4,058
+1,397
+52% +$207K 0.01% 611
2025
Q1 		$367K Buy
2,661
+489
+23% +$62.3K 0.01% 288
2024
Q4 		$257K Sell
2,172
-1,818
-46% -$212K 0.01% 323
2024
Q3 		$441K Buy
3,990
+1,373
+52% +$144K 0.01% 426
2024
Q2 		$257K Buy
2,617
+247
+10% +$25.2K 0.01% 525
2024
Q1 		$266K Sell
2,370
-41
-2% -$4.42K 0.01% 496
2023
Q4 		$244K Sell
2,411
-112
-4% -$11.1K 0.01% 448
2023
Q3 		$219K Buy
2,523
+211
+9% +$19.1K 0.01% 480
2023
Q2 		$220K Buy
+2,312
New +$195K 0.01% 462
2018
Q1 		– Sell
-843
Closed -$61K – 615
2017
Q4 		$61K Buy
+843
New +$52.1K 0.01% 768

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 Trail Advisors's CAH Position: Q2 2026 in Review

Summit Trail Advisors reduced its Cardinal Health (CAH) stake by 18% in Q2 2026, selling an estimated $464K and leaving 9,965 shares worth $2.37M. The position accounts for 0.03% of the portfolio, ranked #504.

Summit Trail Advisors first reported a position in CAH in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.58M in Q1 2026. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Summit Trail Advisors held 9,965 shares of Cardinal Health worth $2.37M as of Q2 2026.
  • Summit Trail Advisors sold 2,235 Cardinal Health shares in Q2 2026, an estimated $464K.
  • Cardinal Health made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #504 holding.
  • Summit Trail Advisors first reported a position in Cardinal Health in Q4 2017 and has held it in 14 quarters since.
  • Summit Trail Advisors's Cardinal Health position peaked at $2.58M in Q1 2026.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.