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 Q2	$777K	Sell	3,269 -726	-18%	-$151K	0.04%	178
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beese Fulmer Investment Management's CAH Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Cardinal Health (CAH) stake by 18% in Q2 2026, selling an estimated $151K and leaving 3,269 shares worth $777K. The position accounts for 0.04% of the portfolio, ranked #178.

Beese Fulmer Investment Management first reported a position in CAH in Q1 2021 and has held it in 21 quarters since. The position peaked at $844K in Q1 2026. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

Beese Fulmer Investment Management held 3,269 shares of Cardinal Health worth $777K as of Q2 2026.
Beese Fulmer Investment Management sold 726 Cardinal Health shares in Q2 2026, an estimated $151K.
Cardinal Health made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #178 holding.
Beese Fulmer Investment Management first reported a position in Cardinal Health in Q1 2021 and has held it in 21 quarters since.
Beese Fulmer Investment Management's Cardinal Health position peaked at $844K in Q1 2026.
1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.