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Willner & Heller’s Cardinal Health CAH Stock Holding History

Willner & Heller’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 		$301K Buy
1,268
+3
+0.2% +$623 0.19% 135
2026
Q1 		$267K Buy
1,265
+3
+0.2% +$646 0.2% 141
2025
Q4 		$259K Sell
1,262
-46
-4% -$8.66K 0.19% 145
2025
Q3 		$205K Buy
1,308
+4
+0.3% +$618 0.16% 155
2025
Q2 		$219K Buy
+1,304
New +$194K 0.18% 142
2022
Q1 		– Sell
-4,350
Closed -$215K – 142
2021
Q4 		$215K Buy
+4,350
New +$213K 0.29% 131

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

Willner & Heller's CAH Position: Q2 2026 in Review

Willner & Heller increased its Cardinal Health (CAH) stake by 0.24% in Q2 2026, buying an estimated $623 and bringing the position to 1,268 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #135.

Willner & Heller first reported a position in CAH in Q4 2021 and has held it in 6 quarters since. 1,492 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Willner & Heller held 1,268 shares of Cardinal Health worth $301K as of Q2 2026.
  • Willner & Heller bought 3 Cardinal Health shares in Q2 2026, an estimated $623.
  • Cardinal Health made up 0.19% of Willner & Heller's portfolio in Q2 2026, its #135 holding.
  • Willner & Heller first reported a position in Cardinal Health in Q4 2021 and has held it in 6 quarters since.
  • 1,492 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.