AWM
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Axxcess Wealth Management’s Cardinal Health CAH Stock Holding History

Axxcess 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 		$3.92M Sell
18,540
-710
-4% -$153K 0.13% 143
2025
Q4 		$3.96M Buy
19,250
+7,109
+59% +$1.34M 0.07% 250
2025
Q3 		$1.91M Sell
12,141
-3,166
-21% -$489K 0.04% 322
2025
Q2 		$2.57M Buy
15,307
+4,958
+48% +$736K 0.06% 247
2025
Q1 		$1.43M Buy
+10,349
New +$1.32M 0.04% 319
2024
Q3 		– Sell
-2,104
Closed -$207K – 894
2024
Q2 		$207K Buy
2,104
+164
+8% +$16.7K 0.01% 789
2024
Q1 		$217K Buy
+1,940
New +$209K 0.01% 793
2023
Q1 		– Sell
-3,706
Closed -$285K – 642
2022
Q4 		$285K Buy
3,706
+83
+2% +$6.31K 0.02% 458
2022
Q3 		$242K Buy
+3,623
New +$230K 0.02% 449

Other funds holding CAH

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return