Caldwell Trust’s Cardinal Health CAH Stock Holding History

Caldwell Trust’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 Q3	$52.5K	Sell	236 -1	-0.4%	-$233	﹤0.01%	489
2026 Q2	$56.3K	Sell	237 -199	-46%	-$41.4K	﹤0.01%	484
2026 Q1	$92.1K	Hold	436	–	–	0.01%	413
2025 Q4	$89.6K	Hold	436	–	–	0.01%	408
2025 Q3	$68.4K	Buy	436 +398	+1,047%	+$61.5K	0.01%	432
2025 Q2	$6.38K	Hold	38	–	–	﹤0.01%	677
2025 Q1	$5.24K	Hold	38	–	–	﹤0.01%	686
2024 Q4	$4.49K	Hold	38	–	–	﹤0.01%	662
2024 Q3	$4.2K	Hold	38	–	–	﹤0.01%	660
2024 Q2	$3.74K	Buy	+38	New	+$3.87K	﹤0.01%	659
2021 Q3	–	Sell	-225	Closed	-$12.8K	–	735
2021 Q2	$12.8K	Sell	225 -225	-50%	-$13.1K	﹤0.01%	620
2021 Q1	$27.3K	Sell	450 -920	-67%	-$50.8K	﹤0.01%	515
2020 Q4	$73.4K	Hold	1,370	–	–	0.01%	372
2020 Q3	$64.3K	Hold	1,370	–	–	0.01%	382
2020 Q2	$71.5K	Hold	1,370	–	–	0.01%	374
2020 Q1	$65.7K	Sell	1,370 -340	-20%	-$17.7K	0.01%	379
2019 Q4	$86.5K	Buy	+1,710	New	+$88.3K	0.01%	385

Other funds holding CAH

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caldwell Trust's CAH Position: Q3 2026 in Review

Caldwell Trust reduced its Cardinal Health (CAH) stake by 0.42% in Q3 2026, selling an estimated $233 and leaving 236 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Caldwell Trust first reported a position in CAH in Q4 2019 and has held it in 17 quarters since. The position peaked at $92.1K in Q1 2026. 868 funds tracked by Wall St. Rank hold CAH as of Q3 2026.

Caldwell Trust held 236 shares of Cardinal Health worth $52.5K as of Q3 2026.
Caldwell Trust sold 1 Cardinal Health share in Q3 2026, an estimated $233.
Cardinal Health made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #489 holding.
Caldwell Trust first reported a position in Cardinal Health in Q4 2019 and has held it in 17 quarters since.
Caldwell Trust's Cardinal Health position peaked at $92.1K in Q1 2026.
868 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.