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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's CAH Position: Q2 2026 in Review

Caldwell Trust reduced its Cardinal Health (CAH) stake by 46% in Q2 2026, selling an estimated $41.4K and leaving 237 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Caldwell Trust first reported a position in CAH in Q4 2019 and has held it in 16 quarters since. The position peaked at $92.1K in Q1 2026. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Caldwell Trust held 237 shares of Cardinal Health worth $56.3K as of Q2 2026.
  • Caldwell Trust sold 199 Cardinal Health shares in Q2 2026, an estimated $41.4K.
  • Cardinal Health made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #484 holding.
  • Caldwell Trust first reported a position in Cardinal Health in Q4 2019 and has held it in 16 quarters since.
  • Caldwell Trust's Cardinal Health position peaked at $92.1K in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.