Beese Fulmer Investment Management’s Cardinal Health CAH Stock Holding History

Beese Fulmer Investment 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	$844K	Buy	3,995 +784	+24%	+$169K	0.05%	164
2025 Q4	$660K	Sell	3,211 -4	-0.1%	-$753	0.04%	174
2025 Q3	$505K	Hold	3,215	–	–	0.03%	185
2025 Q2	$540K	Hold	3,215	–	–	0.04%	168
2025 Q1	$443K	Hold	3,215	–	–	0.04%	167
2024 Q4	$380K	Hold	3,215	–	–	0.03%	171
2024 Q3	$355K	Sell	3,215 -500	-13%	-$52.3K	0.03%	180
2024 Q2	$365K	Hold	3,715	–	–	0.03%	170
2024 Q1	$416K	Hold	3,715	–	–	0.04%	159
2023 Q4	$374K	Hold	3,715	–	–	0.04%	170
2023 Q3	$323K	Hold	3,715	–	–	0.04%	173
2023 Q2	$351K	Hold	3,715	–	–	0.04%	170
2023 Q1	$280K	Hold	3,715	–	–	0.03%	186
2022 Q4	$286K	Sell	3,715 -200	-5%	-$15.2K	0.03%	181
2022 Q3	$261K	Hold	3,915	–	–	0.04%	179
2022 Q2	$205K	Hold	3,915	–	–	0.03%	213
2022 Q1	$222K	Hold	3,915	–	–	0.02%	213
2021 Q4	$202K	Buy	+3,915	New	+$192K	0.02%	237
2021 Q3	–	Sell	-3,942	Closed	-$225K	–	240
2021 Q2	$225K	Buy	3,942 +67	+2%	+$3.92K	0.03%	204
2021 Q1	$235K	Buy	+3,875	New	+$214K	0.03%	200

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

Beese Fulmer Investment Management's CAH Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Cardinal Health (CAH) stake by 24% in Q1 2026, buying an estimated $169K and bringing the position to 3,995 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #164.

Beese Fulmer Investment Management first reported a position in CAH in Q1 2021 and has held it in 20 quarters since. 1,424 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Beese Fulmer Investment Management held 3,995 shares of Cardinal Health worth $844K as of Q1 2026.
Beese Fulmer Investment Management bought 784 Cardinal Health shares in Q1 2026, an estimated $169K.
Cardinal Health made up 0.05% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #164 holding.
Beese Fulmer Investment Management first reported a position in Cardinal Health in Q1 2021 and has held it in 20 quarters since.
1,424 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.