Carson Wealth (CWM LLC)
CAH icon

Carson Wealth (CWM LLC)’s Cardinal Health CAH Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.1M Buy
33,614
+1,213
+4% +$261K 0.02% 678
2025
Q4 		$6.66M Buy
32,401
+15,305
+90% +$2.88M 0.02% 667
2025
Q3 		$2.68M Buy
17,096
+3,961
+30% +$612K 0.01% 965
2025
Q2 		$2.21M Buy
13,135
+774
+6% +$115K 0.01% 913
2025
Q1 		$1.7M Sell
12,361
-337
-3% -$43K 0.01% 882
2024
Q4 		$1.5M Buy
12,698
+1,309
+11% +$153K 0.01% 901
2024
Q3 		$1.26M Sell
11,389
-1,111
-9% -$116K 0.01% 900
2024
Q2 		$1.23M Buy
12,500
+345
+3% +$35.2K 0.01% 799
2024
Q1 		$1.36M Sell
12,155
-9
-0.1% -$971 0.01% 737
2023
Q4 		$1.23M Buy
12,164
+6,675
+122% +$662K 0.01% 725
2023
Q3 		$477K Buy
5,489
+84
+2% +$7.59K ﹤0.01% 995
2023
Q2 		$511K Sell
5,405
-336
-6% -$28.4K ﹤0.01% 931
2023
Q1 		$433K Sell
5,741
-1,067
-16% -$80.5K ﹤0.01% 931
2022
Q4 		$523K Buy
6,808
+2,126
+45% +$162K ﹤0.01% 794
2022
Q3 		$312K Buy
4,682
+1,293
+38% +$82K ﹤0.01% 902
2022
Q2 		$177K Buy
3,389
+545
+19% +$31K ﹤0.01% 1086
2022
Q1 		$161K Sell
2,844
-6,793
-70% -$364K ﹤0.01% 1124
2021
Q4 		$496K Buy
+9,637
New +$473K ﹤0.01% 728
2021
Q2 		$3.89M Hold
68,195
– – 0.03% 318
2021
Q1 		$3.89M Hold
68,195
– – 0.03% 318
2020
Q4 		$3.89M Hold
68,195
– – 0.03% 318
2020
Q3 		$3.89M Hold
68,195
– – 0.03% 318
2020
Q2 		$3.89M Hold
68,195
– – 0.03% 318
2020
Q1 		$3.89M Hold
68,195
– – 0.03% 318
2019
Q4 		$3.89M Hold
68,195
– – 0.03% 318
2019
Q3 		$3.89M Hold
68,195
– – 0.03% 318
2019
Q2 		$3.89M Hold
68,195
– – 0.03% 318
2019
Q1 		$3.89M Sell
68,195
-334,368
-83% -$16.8M 0.03% 318
2018
Q4 		$18M Sell
402,563
-26,731
-6% -$1.39M 0.45% 55
2018
Q3 		$23.2M Sell
429,294
-10,247
-2% -$524K 0.59% 40
2018
Q2 		$21.5M Buy
439,541
+61,718
+16% +$3.5M 0.71% 39
2018
Q1 		$23.7M Buy
377,823
+376,151
+22,497% +$25.8M 0.94% 32
2017
Q4 		$102K Sell
1,672
-440,254
-100% -$27.2M ﹤0.01% 426
2017
Q3 		$29.6M Buy
441,926
+109,079
+33% +$7.71M 1.4% 14
2017
Q2 		$25.9M Buy
332,847
+1,316
+0.4% +$99.3K 1.33% 24
2017
Q1 		$27M Buy
331,531
+44,689
+16% +$3.52M 1.53% 15
2016
Q4 		$20.6M Buy
286,842
+36,947
+15% +$2.67M 1.27% 25
2016
Q3 		$19.4M Buy
249,895
+43,781
+21% +$3.54M 1.34% 20
2016
Q2 		$16.1M Buy
206,114
+205,904
+98,050% +$16.4M 1.17% 21
2016
Q1 		$17K Hold
210
– – ﹤0.01% 462
2015
Q4 		$19K Hold
210
– – ﹤0.01% 398
2015
Q3 		$16K Buy
+210
New +$17.5K ﹤0.01% 391
2014
Q1 		– Sell
-341
Closed -$23K – 201
2013
Q4 		$23K Hold
341
– – ﹤0.01% 353
2013
Q3 		$18K Buy
+341
New +$17.3K ﹤0.01% 277

Other funds holding CAH

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CAH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cardinal Health (CAH) stake by 3.7% in Q1 2026, buying an estimated $261K and bringing the position to 33,614 shares worth $7.1M. The position accounts for 0.02% of the portfolio, ranked #678.

Carson Wealth (CWM LLC) first reported a position in CAH in Q3 2013 and has held it in 44 quarters since. The position peaked at $29.6M in Q3 2017. 1,426 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,614 shares of Cardinal Health worth $7.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,213 Cardinal Health shares in Q1 2026, an estimated $261K.
  • Cardinal Health made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #678 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cardinal Health in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Cardinal Health position peaked at $29.6M in Q3 2017.
  • 1,426 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.