Position in CAH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$718,856
+$197,768 QoQ
Shares Held
3,026
+22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#783
of 1,484 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $1,920,272 across 3 Medical Distribution names. CAH ranks #2 (37.4% of the industry book) .
All Filings in CAH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,856 | 3,026 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $521,088 | 2,466 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $681,231 | 3,315 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,265 | 2,136 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $270,648 | 1,611 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||