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AE Wealth Management’s Cardinal Health CAH Stock Holding History

AE Wealth Management’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 		$1.92M Sell
9,065
-466
-5% -$100K 0.01% 661
2025
Q4 		$1.96M Buy
9,531
+480
+5% +$90.3K 0.01% 610
2025
Q3 		$1.42M Sell
9,051
-12,729
-58% -$1.97M 0.01% 664
2025
Q2 		$3.66M Sell
21,780
-1,029
-5% -$153K 0.03% 410
2025
Q1 		$3.14M Sell
22,809
-600
-3% -$76.5K 0.03% 435
2024
Q4 		$2.77M Buy
23,409
+5,204
+29% +$608K 0.02% 460
2024
Q3 		$2.01M Sell
18,205
-26,854
-60% -$2.81M 0.02% 531
2024
Q2 		$4.43M Buy
45,059
+6,797
+18% +$693K 0.04% 356
2024
Q1 		$4.28M Sell
38,262
-19,700
-34% -$2.13M 0.05% 325
2023
Q4 		$6.13M Sell
57,962
-2,321
-4% -$230K 0.03% 534
2023
Q3 		$5.23M Buy
60,283
+3,961
+7% +$358K 0.03% 529
2023
Q2 		$5.33M Buy
56,322
+34,385
+157% +$2.9M 0.03% 519
2023
Q1 		$1.66M Sell
21,937
-487
-2% -$36.7K 0.01% 862
2022
Q4 		$1.72M Buy
22,424
+2,052
+10% +$156K 0.01% 799
2022
Q3 		$1.36M Buy
20,372
+6,892
+51% +$437K 0.01% 828
2022
Q2 		$705K Sell
13,480
-219
-2% -$12.4K 0.01% 1024
2022
Q1 		$777K Buy
13,699
+3,686
+37% +$197K 0.01% 1022
2021
Q4 		$516K Buy
10,013
+38
+0.4% +$1.86K ﹤0.01% 1234
2021
Q3 		$493K Buy
9,975
+1,419
+17% +$77K ﹤0.01% 1173
2021
Q2 		$488K Buy
8,556
+1,061
+14% +$62K ﹤0.01% 1146
2021
Q1 		$455K Buy
7,495
+426
+6% +$23.5K ﹤0.01% 1068
2020
Q4 		$379K Sell
7,069
-400
-5% -$20.8K ﹤0.01% 1055
2020
Q3 		$351K Sell
7,469
-653
-8% -$33.5K 0.01% 986
2020
Q2 		$424K Buy
8,122
+2,382
+41% +$123K 0.01% 928
2020
Q1 		$275K Buy
+5,740
New +$298K 0.01% 902
2018
Q2 		– Sell
-15,632
Closed -$980K – 465
2018
Q1 		$980K Sell
15,632
-764
-5% -$52.4K 0.08% 172
2017
Q4 		$1M Buy
+16,396
New +$1.01M 0.09% 164

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

AE Wealth Management's CAH Position: Q1 2026 in Review

AE Wealth Management reduced its Cardinal Health (CAH) stake by 4.9% in Q1 2026, selling an estimated $100K and leaving 9,065 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #661.

AE Wealth Management first reported a position in CAH in Q4 2017 and has held it in 27 quarters since. The position peaked at $6.13M in Q4 2023. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • AE Wealth Management held 9,065 shares of Cardinal Health worth $1.92M as of Q1 2026.
  • AE Wealth Management sold 466 Cardinal Health shares in Q1 2026, an estimated $100K.
  • Cardinal Health made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #661 holding.
  • AE Wealth Management first reported a position in Cardinal Health in Q4 2017 and has held it in 27 quarters since.
  • AE Wealth Management's Cardinal Health position peaked at $6.13M in Q4 2023.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.