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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
Q2 		$965K Buy
4,064
+524
+15% +$109K 0.65% 43
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 $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

Total Wealth Planning & Management's CAH Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Cardinal Health (CAH) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 4,064 shares worth $965K. The position accounts for 0.65% of the portfolio, ranked #43.

Total Wealth Planning & Management first reported a position in CAH in Q4 2024 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Total Wealth Planning & Management held 4,064 shares of Cardinal Health worth $965K as of Q2 2026.
  • Total Wealth Planning & Management bought 524 Cardinal Health shares in Q2 2026, an estimated $109K.
  • Cardinal Health made up 0.65% of Total Wealth Planning & Management's portfolio in Q2 2026, its #43 holding.
  • Total Wealth Planning & Management first reported a position in Cardinal Health in Q4 2024 and has held it in 6 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.