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 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 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

Caldwell Trust's CAH Position: Q1 2026 in Review

Caldwell Trust held its Cardinal Health (CAH) position steady in Q1 2026 at 436 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #413.

Caldwell Trust first reported a position in CAH in Q4 2019 and has held it in 15 quarters since. 1,424 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Caldwell Trust held 436 shares of Cardinal Health worth $92.1K as of Q1 2026.
Caldwell Trust left its Cardinal Health share count unchanged in Q1 2026.
Cardinal Health made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #413 holding.
Caldwell Trust first reported a position in Cardinal Health in Q4 2019 and has held it in 15 quarters since.
1,424 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.