Crewe Advisors’s Cardinal Health CAH Stock Holding History

Crewe 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	$3.59K	Buy	+17	New	+$3.66K	﹤0.01%	833
2025 Q2	–	Sell	-21	Closed	-$2.89K	–	760
2025 Q1	$2.89K	Buy	+21	New	+$2.68K	﹤0.01%	528
2024 Q4	–	Sell	-55	Closed	-$6.08K	–	668
2024 Q3	$6.08K	Hold	55	–	–	﹤0.01%	548
2024 Q2	$5.41K	Sell	55 -83	-60%	-$8.46K	﹤0.01%	785
2024 Q1	$15.4K	Buy	+138	New	+$14.9K	﹤0.01%	539
2023 Q3	–	Sell	-3	Closed	-$284	–	635
2023 Q2	$284	Buy	+3	New	+$253	﹤0.01%	678
2023 Q1	–	Sell	-36	Closed	-$2.77K	–	844
2022 Q4	$2.77K	Sell	36 -141	-80%	-$10.7K	﹤0.01%	783
2022 Q3	$12K	Buy	177 +59	+50%	+$3.74K	﹤0.01%	601
2022 Q2	$6K	Buy	+118	New	+$6.71K	﹤0.01%	711

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