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Vertex Planning Partners’s Cardinal Health CAH Stock Holding History

Vertex Planning 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 		$343K Hold
1,622
– – 0.07% 100
2025
Q4 		$333K Sell
1,622
-80
-5% -$15.1K 0.08% 97
2025
Q3 		$267K Buy
1,702
+60
+4% +$9.27K 0.05% 177
2025
Q2 		$276K Hold
1,642
– – 0.06% 156
2025
Q1 		$226K Buy
+1,642
New +$209K 0.05% 173

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

Vertex Planning Partners's CAH Position: Q1 2026 in Review

Vertex Planning Partners held its Cardinal Health (CAH) position steady in Q1 2026 at 1,622 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #100.

Vertex Planning Partners first reported a position in CAH in Q1 2025 and has held it in 5 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Vertex Planning Partners held 1,622 shares of Cardinal Health worth $343K as of Q1 2026.
  • Vertex Planning Partners left its Cardinal Health share count unchanged in Q1 2026.
  • Cardinal Health made up 0.07% of Vertex Planning Partners's portfolio in Q1 2026, its #100 holding.
  • Vertex Planning Partners first reported a position in Cardinal Health in Q1 2025 and has held it in 5 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.