Clearstead Trust’s Cardinal Health CAH Stock Holding History

Clearstead 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
2025 Q4	–	Sell	-12	Closed	-$1.88K	–	1089
2025 Q3	$1.88K	Hold	12	–	–	﹤0.01%	1011
2025 Q2	$2.02K	Buy	+12	New	+$1.78K	﹤0.01%	949
2024 Q3	–	Sell	-247	Closed	-$24.3K	–	418
2024 Q2	$24.3K	Hold	247	–	–	0.01%	295
2024 Q1	$27.6K	Hold	247	–	–	0.01%	282
2023 Q4	$24.9K	Buy	+247	New	+$24.5K	0.01%	278

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Trust's CAH Position: Q4 2025 in Review

Clearstead Trust sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 12 shares — an estimated $1.88K sold.

Clearstead Trust first reported a position in CAH in Q4 2023 and held it in 5 quarters. The position peaked at $27.6K in Q1 2024. 1,411 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

Clearstead Trust reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 Cardinal Health shares in Q4 2025, an estimated $1.88K.
Clearstead Trust first reported a position in Cardinal Health in Q4 2023 and held it in 5 quarters.
Clearstead Trust's Cardinal Health position peaked at $27.6K in Q1 2024.
1,411 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.