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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
Q2 		$1.6M Sell
6,745
-1,111
-14% -$231K 0.01% 633
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's CAH Position: Q2 2026 in Review

EP Wealth Advisors reduced its Cardinal Health (CAH) stake by 14% in Q2 2026, selling an estimated $231K and leaving 6,745 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #633.

EP Wealth Advisors first reported a position in CAH in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q4 2025. 1,498 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • EP Wealth Advisors held 6,745 shares of Cardinal Health worth $1.6M as of Q2 2026.
  • EP Wealth Advisors sold 1,111 Cardinal Health shares in Q2 2026, an estimated $231K.
  • Cardinal Health made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #633 holding.
  • EP Wealth Advisors first reported a position in Cardinal Health in Q3 2023 and has held it in 11 quarters since.
  • EP Wealth Advisors's Cardinal Health position peaked at $1.93M in Q4 2025.
  • 1,498 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.