VFA
CAH icon

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
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

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

Valeo Financial Advisors's CAH Position: Q2 2026 in Review

Valeo Financial Advisors increased its Cardinal Health (CAH) stake by 5.3% in Q2 2026, buying an estimated $29.9K and bringing the position to 2,863 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #376.

Valeo Financial Advisors first reported a position in CAH in Q3 2017 and has held it in 20 quarters since. The position peaked at $733K in Q4 2025. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Valeo Financial Advisors held 2,863 shares of Cardinal Health worth $680K as of Q2 2026.
  • Valeo Financial Advisors bought 144 Cardinal Health shares in Q2 2026, an estimated $29.9K.
  • Cardinal Health made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #376 holding.
  • Valeo Financial Advisors first reported a position in Cardinal Health in Q3 2017 and has held it in 20 quarters since.
  • Valeo Financial Advisors's Cardinal Health position peaked at $733K in Q4 2025.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.