Claro Advisors’s Cardinal Health CAH Stock Holding History

Claro Advisors’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	$547K	Buy	+2,590	New	+$558K	0.07%	224
2023 Q4	–	Sell	-3,037	Closed	-$264K	–	390
2023 Q3	$264K	Buy	+3,037	New	+$275K	0.07%	292
2021 Q4	–	Sell	-10,393	Closed	-$514K	–	287
2021 Q3	$514K	Buy	10,393 +1,777	+21%	+$96.4K	0.22%	135
2021 Q2	$492K	Buy	8,616 +107	+1%	+$6.25K	0.22%	128
2021 Q1	$517K	Buy	8,509 +71	+0.8%	+$3.92K	0.26%	111
2020 Q4	$452K	Sell	8,438 -78	-0.9%	-$4.05K	0.24%	117
2020 Q3	$400K	Buy	8,516 +78	+0.9%	+$4K	0.25%	114
2020 Q2	$440K	Buy	8,438 +56	+0.7%	+$2.89K	0.3%	97
2020 Q1	$402K	Buy	8,382 +106	+1%	+$5.5K	0.37%	83
2019 Q4	$419K	Buy	8,276 +79	+1%	+$4.08K	0.32%	87
2019 Q3	$387K	Buy	8,197 +41	+0.5%	+$1.87K	0.34%	86
2019 Q2	$384K	Buy	8,156 +114	+1%	+$5.26K	0.35%	87
2019 Q1	$387K	Buy	8,042 +110	+1%	+$5.51K	0.38%	82
2018 Q4	$428K	Buy	+7,932	New	+$413K	0.34%	67

Other funds holding CAH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return