Affinity Investment Advisors’s Cardinal Health CAH Stock Holding History

Affinity Investment Advisors’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	$312K	Hold	1,475	–	–	0.2%	112
2025 Q4	$303K	Hold	1,475	–	–	0.2%	113
2025 Q3	$232K	Sell	1,475 -392	-21%	-$60.6K	0.16%	128
2025 Q2	$314K	Sell	1,867 -328	-15%	-$48.7K	0.24%	103
2025 Q1	$302K	Sell	2,195 -2	-0.1%	-$255	0.25%	108
2024 Q4	$260K	Sell	2,197 -2,836	-56%	-$331K	0.22%	115
2024 Q3	$556K	Sell	5,033 -87	-2%	-$9.1K	0.38%	84
2024 Q2	$503K	Buy	5,120 +103	+2%	+$10.5K	0.38%	84
2024 Q1	$561K	Sell	5,017 -205	-4%	-$22.1K	0.41%	82
2023 Q4	$526K	Sell	5,222 -1,219	-19%	-$121K	0.36%	81
2023 Q3	$559K	Sell	6,441 -951	-13%	-$86K	0.36%	103
2023 Q2	$699K	Buy	7,392 +3,961	+115%	+$335K	0.4%	89
2023 Q1	$259K	Buy	+3,431	New	+$259K	0.14%	169
2016 Q4	–	Sell	-14,720	Closed	-$1.14M	–	154
2016 Q3	$1.14M	Hold	14,720	–	–	0.1%	114
2016 Q2	$1.15M	Hold	14,720	–	–	0.08%	110
2016 Q1	$1.21M	Buy	14,720 +1,720	+13%	+$140K	0.11%	110
2015 Q4	$1.16M	Hold	13,000	–	–	0.1%	113
2015 Q3	$999K	Buy	+13,000	New	+$1.09M	0.09%	118

Other funds holding CAH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's CAH Position: Q1 2026 in Review

Affinity Investment Advisors held its Cardinal Health (CAH) position steady in Q1 2026 at 1,475 shares worth $312K. The position accounts for 0.2% of the portfolio, ranked #112.

Affinity Investment Advisors first reported a position in CAH in Q3 2015 and has held it in 18 quarters since. The position peaked at $1.21M in Q1 2016. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Affinity Investment Advisors held 1,475 shares of Cardinal Health worth $312K as of Q1 2026.
Affinity Investment Advisors left its Cardinal Health share count unchanged in Q1 2026.
Cardinal Health made up 0.2% of Affinity Investment Advisors's portfolio in Q1 2026, its #112 holding.
Affinity Investment Advisors first reported a position in Cardinal Health in Q3 2015 and has held it in 18 quarters since.
Affinity Investment Advisors's Cardinal Health position peaked at $1.21M in Q1 2016.
1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.