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Total Wealth Planning & Management’s Cardinal Health CAH Stock Holding History

Total Wealth Planning & 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
Q1 		$748K Sell
3,540
-788
-18% -$170K 0.55% 57
2025
Q4 		$889K Buy
+4,328
New +$814K 0.66% 42
2025
Q2 		$655K Buy
15,900
+11,096
+231% +$1.65M 0.53% 57
2025
Q1 		$662K Sell
4,804
-222
-4% -$28.3K 0.63% 44
2024
Q4 		$594K Buy
+5,026
New +$587K 0.54% 53

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

Total Wealth Planning & Management's CAH Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Cardinal Health (CAH) stake by 18% in Q1 2026, selling an estimated $170K and leaving 3,540 shares worth $748K. The position accounts for 0.55% of the portfolio, ranked #57.

Total Wealth Planning & Management first reported a position in CAH in Q4 2024 and has held it in 5 quarters since. The position peaked at $889K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Total Wealth Planning & Management held 3,540 shares of Cardinal Health worth $748K as of Q1 2026.
  • Total Wealth Planning & Management sold 788 Cardinal Health shares in Q1 2026, an estimated $170K.
  • Cardinal Health made up 0.55% of Total Wealth Planning & Management's portfolio in Q1 2026, its #57 holding.
  • Total Wealth Planning & Management first reported a position in Cardinal Health in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Cardinal Health position peaked at $889K in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.