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United Financial Planning Group’s Cardinal Health CAH Stock Holding History

United Financial Planning Group’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 		$27.1K Hold
114
– – 0.01% 143
2026
Q1 		$24.1K Buy
114
+28
+33% +$6.03K 0.01% 118
2025
Q4 		$17.7K Buy
+86
New +$16.2K 0.01% 153

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 $3.38T AUM 44.17% 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

United Financial Planning Group's CAH Position: Q2 2026 in Review

United Financial Planning Group held its Cardinal Health (CAH) position steady in Q2 2026 at 114 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #143.

United Financial Planning Group first reported a position in CAH in Q4 2025 and has held it in 3 quarters since. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • United Financial Planning Group held 114 shares of Cardinal Health worth $27.1K as of Q2 2026.
  • United Financial Planning Group left its Cardinal Health share count unchanged in Q2 2026.
  • Cardinal Health made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #143 holding.
  • United Financial Planning Group first reported a position in Cardinal Health in Q4 2025 and has held it in 3 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.