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Venturi Wealth Management’s Cardinal Health CAH Stock Holding History

Venturi Wealth 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 		$233K Sell
981
-650
-40% -$135K 0.01% 569
2026
Q1 		$345K Sell
1,631
-23
-1% -$4.95K 0.02% 434
2025
Q4 		$340K Buy
+1,654
New +$311K 0.02% 432
2025
Q3 		– Sell
-1,685
Closed -$283K – 569
2025
Q2 		$283K Sell
1,685
-146
-8% -$21.7K 0.01% 441
2025
Q1 		$252K Buy
1,831
+19
+1% +$2.42K 0.01% 485
2024
Q4 		$214K Buy
1,812
+838
+86% +$97.8K 0.01% 530
2024
Q3 		$108K Buy
974
+325
+50% +$34K 0.01% 544
2024
Q2 		$63.8K Buy
649
+263
+68% +$26.8K ﹤0.01% 600
2024
Q1 		$43.2K Buy
386
+168
+77% +$18.1K ﹤0.01% 530
2023
Q4 		$22K Buy
218
+70
+47% +$6.95K ﹤0.01% 677
2023
Q3 		$12.9K Buy
148
+138
+1,380% +$12.5K ﹤0.01% 746
2023
Q2 		$946 Buy
+10
New +$845 ﹤0.01% 1021
2016
Q4 		– Sell
-3,239
Closed -$252K – 152
2016
Q3 		$252K Sell
3,239
-752
-19% -$60.8K 0.08% 127
2016
Q2 		$311K Sell
3,991
-55,278
-93% -$4.41M 0.11% 117
2016
Q1 		$4.86M Buy
59,269
+11,712
+25% +$952K 1.81% 18
2015
Q4 		$4.25M Buy
+47,557
New +$4.04M 1.93% 13

Other funds holding CAH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Venturi Wealth Management's CAH Position: Q2 2026 in Review

Venturi Wealth Management reduced its Cardinal Health (CAH) stake by 40% in Q2 2026, selling an estimated $135K and leaving 981 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #569.

Venturi Wealth Management first reported a position in CAH in Q4 2015 and has held it in 16 quarters since. The position peaked at $4.86M in Q1 2016. 228 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Venturi Wealth Management held 981 shares of Cardinal Health worth $233K as of Q2 2026.
  • Venturi Wealth Management sold 650 Cardinal Health shares in Q2 2026, an estimated $135K.
  • Cardinal Health made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Venturi Wealth Management first reported a position in Cardinal Health in Q4 2015 and has held it in 16 quarters since.
  • Venturi Wealth Management's Cardinal Health position peaked at $4.86M in Q1 2016.
  • 228 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.