Confluence Wealth Services, Inc.

Position in CAH — Cardinal Health Inc

CIK 1910411 MCMURRAY, PA

Position in CAH

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,199,092

+$329,633 QoQ

Shares Held

9,257

+4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#520

of 1,484 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $4,836,361 across 3 Medical Distribution names. CAH ranks #2 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCK	Mckesson Corp	3,145	$2,376,362
2	CAH	Cardinal Health Inc This page	9,257	$2,199,092
3	COR	Cencora, Inc.	922	$260,907

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,199,092	9,257	+4.6%	Shares	Sole	2026-07-22
2026-03-31	$1,869,459	8,847	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,841,896	8,963	-0.3%	Shares	Sole	2026-01-28
2025-09-30	$1,410,599	8,987	+0.5%	Shares	Sole	2025-10-28
2025-06-30	$1,502,424	8,943	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$1,232,903	8,949	+1.3%	Shares	Sole	2025-04-24
2024-12-31	$1,044,324	8,830	+0.8%	Shares	Sole	2025-01-27
2024-09-30	$967,713	8,756	+2.3%	Shares	Sole	2024-10-29
2024-06-30	$841,914	8,563	+3.5%	Shares	Sole	2024-07-31
2024-03-31	$925,524	8,271	-6.9%	Shares	Sole	2024-04-22
2023-12-31	$895,809	8,887	-1.8%	Shares	Sole	2024-01-25
2023-09-30	$785,721	9,050	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$854,345	9,034	-1.3%	Shares	Sole	2023-08-01
2023-03-31	$691,051	9,153	-4.2%	Shares	Sole	2023-05-12
2022-12-31	$734,185	9,551	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$634,526	9,516	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$498,446	9,536	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$539,954	9,523	+2885.3%	Shares	Sole	2022-04-26
2021-12-31	$16,425	319	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.