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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
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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

Essex Financial Services's CAH Position: Q1 2026 in Review

Essex Financial Services increased its Cardinal Health (CAH) stake by 1.3% in Q1 2026, buying an estimated $5.6K and bringing the position to 1,956 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #507.

Essex Financial Services first reported a position in CAH in Q4 2024 and has held it in 5 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Essex Financial Services held 1,956 shares of Cardinal Health worth $413K as of Q1 2026.
  • Essex Financial Services bought 26 Cardinal Health shares in Q1 2026, an estimated $5.6K.
  • Cardinal Health made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #507 holding.
  • Essex Financial Services first reported a position in Cardinal Health in Q4 2024 and has held it in 5 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.