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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
Q2 		$1.46M Sell
6,158
-19
-0.3% -$3.95K 0.01% 784
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 $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

Waverly Advisors's CAH Position: Q2 2026 in Review

Waverly Advisors reduced its Cardinal Health (CAH) stake by 0.31% in Q2 2026, selling an estimated $3.95K and leaving 6,158 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #784.

Waverly Advisors first reported a position in CAH in Q3 2013 and has held it in 23 quarters since. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Waverly Advisors held 6,158 shares of Cardinal Health worth $1.46M as of Q2 2026.
  • Waverly Advisors sold 19 Cardinal Health shares in Q2 2026, an estimated $3.95K.
  • Cardinal Health made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #784 holding.
  • Waverly Advisors first reported a position in Cardinal Health in Q3 2013 and has held it in 23 quarters since.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.