Position in CAH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$609,341
+$7,108 QoQ
Shares Held
2,565
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#832
of 1,484 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $1,356,691 across 2 Medical Distribution names. CAH ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COR |
Cencora, Inc.
|
2,641 | $747,350 | |
| 2 | CAH |
Cardinal Health Inc
This page
|
2,565 | $609,341 |
All Filings in CAH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,341 | 2,565 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $602,233 | 2,850 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $585,675 | 2,850 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $456,753 | 2,910 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $488,880 | 2,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $400,910 | 2,910 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $348,896 | 2,950 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $326,034 | 2,950 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $290,044 | 2,950 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||