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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
Q2 		$386K Buy
1,623
+1
+0.1% +$208 0.06% 109
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 $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

Vertex Planning Partners's CAH Position: Q2 2026 in Review

Vertex Planning Partners increased its Cardinal Health (CAH) stake by 0.06% in Q2 2026, buying an estimated $208 and bringing the position to 1,623 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #109.

Vertex Planning Partners first reported a position in CAH in Q1 2025 and has held it in 6 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Vertex Planning Partners held 1,623 shares of Cardinal Health worth $386K as of Q2 2026.
  • Vertex Planning Partners bought 1 Cardinal Health share in Q2 2026, an estimated $208.
  • Cardinal Health made up 0.06% of Vertex Planning Partners's portfolio in Q2 2026, its #109 holding.
  • Vertex Planning Partners first reported a position in Cardinal Health in Q1 2025 and has held it in 6 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.