EWA
CAH icon

EP Wealth Advisors’s Cardinal Health CAH Stock Holding History

EP Wealth 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 		$1.66M Sell
7,856
-1,523
-16% -$328K 0.01% 514
2025
Q4 		$1.93M Buy
+9,379
New +$1.77M 0.01% 457
2025
Q2 		$871K Buy
5,185
+222
+4% +$32.9K 0.01% 593
2025
Q1 		$684K Sell
4,963
-375
-7% -$47.8K 0.01% 602
2024
Q4 		$631K Buy
5,338
+225
+4% +$26.3K 0.01% 620
2024
Q3 		$565K Sell
5,113
-390
-7% -$40.8K ﹤0.01% 651
2024
Q2 		$541K Buy
5,503
+189
+4% +$19.3K 0.01% 518
2024
Q1 		$595K Buy
5,314
+249
+5% +$26.9K 0.01% 480
2023
Q4 		$511K Buy
5,065
+2,091
+70% +$207K 0.01% 484
2023
Q3 		$258K Buy
+2,974
New +$269K ﹤0.01% 591

Other funds holding CAH

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return