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Waverly Advisors’s Cardinal Health CAH Stock Holding History

Waverly 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
Q1 		$1.31M Buy
6,177
+990
+19% +$213K 0.01% 747
2025
Q4 		$1.07M Buy
5,187
+1,205
+30% +$227K 0.01% 743
2025
Q3 		$625K Buy
3,982
+119
+3% +$18.4K 0.01% 778
2025
Q2 		$649K Buy
3,863
+60
+2% +$8.9K 0.01% 735
2025
Q1 		$524K Buy
3,803
+705
+23% +$89.9K 0.01% 758
2024
Q4 		$366K Buy
3,098
+243
+9% +$28.4K 0.01% 762
2024
Q3 		$315K Sell
2,855
-18
-0.6% -$1.88K 0.01% 676
2024
Q2 		$282K Buy
2,873
+134
+5% +$13.7K 0.01% 681
2024
Q1 		$306K Buy
2,739
+415
+18% +$44.8K 0.01% 565
2023
Q4 		$234K Buy
+2,324
New +$231K 0.01% 394
2018
Q4 		– Sell
-7,328
Closed -$396K – 132
2018
Q3 		$396K Hold
7,328
– – 0.06% 137
2018
Q2 		$358K Sell
7,328
-377
-5% -$21.4K 0.06% 138
2018
Q1 		$483K Sell
7,705
-4,971
-39% -$341K 0.08% 116
2017
Q4 		$777K Buy
12,676
+550
+5% +$34K 0.11% 125
2017
Q3 		$811K Hold
12,126
– – 0.18% 102
2017
Q2 		$945K Sell
12,126
-20
-0.2% -$1.51K 0.24% 80
2017
Q1 		$991K Buy
+12,146
New +$956K 0.26% 69
2014
Q4 		– Sell
-2,000
Closed -$150K – 461
2014
Q3 		$150K Hold
2,000
– – 0.08% 102
2014
Q2 		$137K Hold
2,000
– – 0.06% 117
2014
Q1 		$140K Sell
2,000
-273
-12% -$19K 0.06% 117
2013
Q4 		$152K Buy
2,273
+2,000
+733% +$122K 0.05% 173
2013
Q3 		$14K Buy
+273
New +$13.9K 0.01% 404

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

Waverly Advisors's CAH Position: Q1 2026 in Review

Waverly Advisors increased its Cardinal Health (CAH) stake by 19% in Q1 2026, buying an estimated $213K and bringing the position to 6,177 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #747.

Waverly Advisors first reported a position in CAH in Q3 2013 and has held it in 22 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Waverly Advisors held 6,177 shares of Cardinal Health worth $1.31M as of Q1 2026.
  • Waverly Advisors bought 990 Cardinal Health shares in Q1 2026, an estimated $213K.
  • Cardinal Health made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #747 holding.
  • Waverly Advisors first reported a position in Cardinal Health in Q3 2013 and has held it in 22 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.