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Wakefield Asset Management’s Cardinal Health CAH Stock Holding History

Wakefield Asset 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 		$814K Buy
3,425
+447
+15% +$92.9K 0.18% 148
2026
Q1 		$629K Sell
2,978
-29
-1% -$6.25K 0.17% 155
2025
Q4 		$618K Buy
3,007
+295
+11% +$55.5K 0.17% 152
2025
Q3 		$426K Sell
2,712
-197
-7% -$30.4K 0.12% 161
2025
Q2 		$489K Sell
2,909
-1,445
-33% -$214K 0.14% 161
2025
Q1 		$600K Sell
4,354
-93
-2% -$11.9K 0.18% 145
2024
Q4 		$526K Buy
+4,447
New +$519K 0.18% 127
2024
Q2 		– Sell
-31,632
Closed -$3.54M – 151
2024
Q1 		$3.54M Sell
31,632
-389
-1% -$42K 1.23% 27
2023
Q4 		$3.23M Buy
32,021
+27,210
+566% +$2.7M 1.2% 31
2023
Q3 		$418K Sell
4,811
-34
-0.7% -$3.07K 0.19% 132
2023
Q2 		$458K Sell
4,845
-8
-0.2% -$676 0.18% 129
2023
Q1 		$366K Buy
+4,853
New +$366K 0.15% 145
2020
Q2 		– Sell
-49,986
Closed -$2.4M – 161
2020
Q1 		$2.4M Buy
+49,986
New +$2.6M 1.29% 15
2019
Q2 		– Sell
-6,634
Closed -$319K – 184
2019
Q1 		$319K Buy
+6,634
New +$332K 0.12% 149

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

Wakefield Asset Management's CAH Position: Q2 2026 in Review

Wakefield Asset Management increased its Cardinal Health (CAH) stake by 15% in Q2 2026, buying an estimated $92.9K and bringing the position to 3,425 shares worth $814K. The position accounts for 0.18% of the portfolio, ranked #148.

Wakefield Asset Management first reported a position in CAH in Q1 2019 and has held it in 14 quarters since. The position peaked at $3.54M in Q1 2024. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Wakefield Asset Management held 3,425 shares of Cardinal Health worth $814K as of Q2 2026.
  • Wakefield Asset Management bought 447 Cardinal Health shares in Q2 2026, an estimated $92.9K.
  • Cardinal Health made up 0.18% of Wakefield Asset Management's portfolio in Q2 2026, its #148 holding.
  • Wakefield Asset Management first reported a position in Cardinal Health in Q1 2019 and has held it in 14 quarters since.
  • Wakefield Asset Management's Cardinal Health position peaked at $3.54M in Q1 2024.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.