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Wealthspire Advisors (New York)’s Cardinal Health CAH Stock Holding History

Wealthspire Advisors (New York)’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 		$469K Sell
2,219
-1,457
-40% -$314K ﹤0.01% 589
2025
Q4 		$756K Buy
3,676
+1,077
+41% +$203K 0.01% 493
2025
Q3 		$408K Sell
2,599
-20
-0.8% -$3.09K ﹤0.01% 587
2025
Q2 		$440K Sell
2,619
-188
-7% -$27.9K ﹤0.01% 567
2025
Q1 		$387K Sell
2,807
-734
-21% -$93.6K ﹤0.01% 575
2024
Q4 		$419K Sell
3,541
-96
-3% -$11.2K ﹤0.01% 560
2024
Q3 		$402K Sell
3,637
-43
-1% -$4.5K ﹤0.01% 546
2024
Q2 		$362K Sell
3,680
-42
-1% -$4.28K ﹤0.01% 495
2024
Q1 		$416K Sell
3,722
-413
-10% -$44.6K 0.01% 455
2023
Q4 		$417K Sell
4,135
-4
-0.1% -$397 0.01% 447
2023
Q3 		$359K Buy
+4,139
New +$374K 0.01% 455
2022
Q1 		– Sell
-4,193
Closed -$216K – 448
2021
Q4 		$216K Buy
+4,193
New +$206K ﹤0.01% 501
2021
Q2 		– Sell
-3,311
Closed -$201K – 416
2021
Q1 		$201K Buy
+3,311
New +$183K ﹤0.01% 677
2020
Q2 		– Sell
-6,020
Closed -$289K – 309
2020
Q1 		$289K Buy
+6,020
New +$313K 0.01% 395
2019
Q1 		– Sell
-240
Closed -$11K – 163
2018
Q4 		$11K Buy
+240
New +$12.5K ﹤0.01% 472

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

Wealthspire Advisors (New York)'s CAH Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Cardinal Health (CAH) stake by 40% in Q1 2026, selling an estimated $314K and leaving 2,219 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Wealthspire Advisors (New York) first reported a position in CAH in Q4 2018 and has held it in 15 quarters since. The position peaked at $756K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,219 shares of Cardinal Health worth $469K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,457 Cardinal Health shares in Q1 2026, an estimated $314K.
  • Cardinal Health made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #589 holding.
  • Wealthspire Advisors (New York) first reported a position in Cardinal Health in Q4 2018 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Cardinal Health position peaked at $756K in Q4 2025.
  • 1,427 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.