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Valeo Financial Advisors’s Cardinal Health CAH Stock Holding History

Valeo Financial Advisors’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
Q3 		$684K Buy
3,076
+213
+7% +$49.5K 0.01% 382
2026
Q2 		$680K Buy
2,863
+144
+5% +$29.9K 0.01% 376
2026
Q1 		$575K Sell
2,719
-849
-24% -$183K 0.01% 381
2025
Q4 		$733K Buy
3,568
+1,040
+41% +$196K 0.02% 371
2025
Q3 		$397K Sell
2,528
-2
-0.1% -$309 0.01% 518
2025
Q2 		$425K Buy
+2,530
New +$375K 0.01% 492
2021
Q2 		– Sell
-302
Closed -$18K – 709
2021
Q1 		$18K Buy
302
+23
+8% +$1.27K ﹤0.01% 1194
2020
Q4 		$15K Hold
279
– – ﹤0.01% 1099
2020
Q3 		$13K Sell
279
-308
-52% -$15.8K ﹤0.01% 1018
2020
Q2 		$31K Buy
587
+168
+40% +$8.66K ﹤0.01% 897
2020
Q1 		$21K Buy
419
+140
+50% +$7.27K ﹤0.01% 878
2019
Q4 		$14K Sell
279
-100
-26% -$5.17K ﹤0.01% 996
2019
Q3 		$18K Buy
379
+279
+279% +$12.7K ﹤0.01% 869
2019
Q2 		$5K Sell
100
-30
-23% -$1.38K ﹤0.01% 1196
2019
Q1 		$6K Hold
130
– – ﹤0.01% 1087
2018
Q4 		$6K Sell
130
-561
-81% -$29.2K ﹤0.01% 1002
2018
Q3 		$35K Sell
691
-21
-3% -$1.07K ﹤0.01% 621
2018
Q2 		$35K Buy
712
+147
+26% +$8.34K ﹤0.01% 621
2018
Q1 		$35K Sell
565
-690
-55% -$47.3K 0.01% 565
2017
Q4 		$77K Buy
1,255
+2
+0.2% +$124 0.01% 388
2017
Q3 		$84K Buy
+1,253
New +$88.6K 0.02% 320

Other funds holding CAH

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Valeo Financial Advisors's CAH Position: Q3 2026 in Review

Valeo Financial Advisors increased its Cardinal Health (CAH) stake by 7.4% in Q3 2026, buying an estimated $49.5K and bringing the position to 3,076 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #382.

Valeo Financial Advisors first reported a position in CAH in Q3 2017 and has held it in 21 quarters since. The position peaked at $733K in Q4 2025. 56 funds tracked by Wall St. Rank hold CAH as of Q3 2026.

  • Valeo Financial Advisors held 3,076 shares of Cardinal Health worth $684K as of Q3 2026.
  • Valeo Financial Advisors bought 213 Cardinal Health shares in Q3 2026, an estimated $49.5K.
  • Cardinal Health made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #382 holding.
  • Valeo Financial Advisors first reported a position in Cardinal Health in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Cardinal Health position peaked at $733K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.