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Synergy Investment Management’s Cardinal Health CAH Stock Holding History

Synergy Investment Management’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 		$1.38K Sell
6
-2
-25% -$416 ﹤0.01% 945
2026
Q1 		$1.69K Buy
+8
New +$1.72K ﹤0.01% 712

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

Synergy Investment Management's CAH Position: Q2 2026 in Review

Synergy Investment Management reduced its Cardinal Health (CAH) stake by 25% in Q2 2026, selling an estimated $416 and leaving 6 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Synergy Investment Management first reported a position in CAH in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69K in Q1 2026. 1,496 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Synergy Investment Management held 6 shares of Cardinal Health worth $1.38K as of Q2 2026.
  • Synergy Investment Management sold 2 Cardinal Health shares in Q2 2026, an estimated $416.
  • Cardinal Health made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #945 holding.
  • Synergy Investment Management first reported a position in Cardinal Health in Q1 2026 and has held it in 2 quarters since.
  • Synergy Investment Management's Cardinal Health position peaked at $1.69K in Q1 2026.
  • 1,496 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.