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Triad Wealth Partners’s Cardinal Health CAH Stock Holding History

Triad Wealth Partners’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 		$384K Buy
1,816
+246
+16% +$53K 0.03% 340
2025
Q4 		$323K Sell
1,570
-20
-1% -$3.76K 0.03% 365
2025
Q3 		$250K Buy
1,590
+37
+2% +$5.71K 0.03% 322
2025
Q2 		$261K Sell
1,553
-118
-7% -$17.5K 0.05% 238
2025
Q1 		$230K Buy
+1,671
New +$213K 0.07% 186
2024
Q3 		– Sell
-1,069
Closed -$105K – 182
2024
Q2 		$105K Buy
+1,069
New +$109K 0.06% 149

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

Triad Wealth Partners's CAH Position: Q1 2026 in Review

Triad Wealth Partners increased its Cardinal Health (CAH) stake by 16% in Q1 2026, buying an estimated $53K and bringing the position to 1,816 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #340.

Triad Wealth Partners first reported a position in CAH in Q2 2024 and has held it in 6 quarters since. 1,425 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Triad Wealth Partners held 1,816 shares of Cardinal Health worth $384K as of Q1 2026.
  • Triad Wealth Partners bought 246 Cardinal Health shares in Q1 2026, an estimated $53K.
  • Cardinal Health made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #340 holding.
  • Triad Wealth Partners first reported a position in Cardinal Health in Q2 2024 and has held it in 6 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.