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Essex Financial Services’s Cardinal Health CAH Stock Holding History

Essex Financial Services’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 		$433K Sell
1,823
-133
-7% -$27.6K 0.02% 526
2026
Q1 		$413K Buy
1,956
+26
+1% +$5.6K 0.02% 507
2025
Q4 		$397K Sell
1,930
-137
-7% -$25.8K 0.02% 510
2025
Q3 		$324K Buy
2,067
+354
+21% +$54.7K 0.02% 558
2025
Q2 		$288K Buy
+1,713
New +$254K 0.02% 564
2025
Q1 		– Sell
-1,799
Closed -$213K – 638
2024
Q4 		$213K Buy
+1,799
New +$210K 0.02% 589

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 $3.38T AUM 44.17% 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

Essex Financial Services's CAH Position: Q2 2026 in Review

Essex Financial Services reduced its Cardinal Health (CAH) stake by 6.8% in Q2 2026, selling an estimated $27.6K and leaving 1,823 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #526.

Essex Financial Services first reported a position in CAH in Q4 2024 and has held it in 6 quarters since. 1,500 funds tracked by Wall St. Rank hold CAH as of Q2 2026.

  • Essex Financial Services held 1,823 shares of Cardinal Health worth $433K as of Q2 2026.
  • Essex Financial Services sold 133 Cardinal Health shares in Q2 2026, an estimated $27.6K.
  • Cardinal Health made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #526 holding.
  • Essex Financial Services first reported a position in Cardinal Health in Q4 2024 and has held it in 6 quarters since.
  • 1,500 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.