Exencial Wealth Advisors’s Cardinal Health CAH Stock Holding History

Exencial 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	$1.23M	Buy	5,806 +59	+1%	+$12.7K	0.04%	271
2025 Q4	$1.18M	Sell	5,747 -11	-0.2%	-$2.07K	0.04%	273
2025 Q3	$904K	Buy	5,758 +140	+2%	+$21.6K	0.03%	301
2025 Q2	$944K	Sell	5,618 -55	-1%	-$8.16K	0.03%	288
2025 Q1	$782K	Buy	5,673 +115	+2%	+$14.7K	0.03%	312
2024 Q4	$657K	Buy	5,558 +98	+2%	+$11.4K	0.02%	336
2024 Q3	$603K	Buy	5,460 +22	+0.4%	+$2.3K	0.02%	333
2024 Q2	$535K	Sell	5,438 -19	-0.3%	-$1.94K	0.02%	344
2024 Q1	$611K	Sell	5,457 -39	-0.7%	-$4.21K	0.02%	327
2023 Q4	$554K	Buy	5,496 +251	+5%	+$24.9K	0.02%	333
2023 Q3	$455K	Sell	5,245 -28	-0.5%	-$2.53K	0.02%	305
2023 Q2	$499K	Buy	5,273 +160	+3%	+$13.5K	0.02%	300
2023 Q1	$386K	Buy	5,113 +1	+0%	+$75	0.02%	324
2022 Q4	$393K	Sell	5,112 -688	-12%	-$52.3K	0.02%	326
2022 Q3	$387K	Sell	5,800 -312	-5%	-$19.8K	0.02%	311
2022 Q2	$319K	Sell	6,112 -3	-0%	-$171	0.02%	338
2022 Q1	$347K	Buy	6,115 +101	+2%	+$5.41K	0.02%	340
2021 Q4	$310K	Buy	6,014 +4	+0.1%	+$196	0.02%	386
2021 Q3	$297K	Buy	6,010 +10	+0.2%	+$542	0.01%	283
2021 Q2	$343K	Hold	6,000	–	–	0.02%	362
2021 Q1	$365K	Hold	6,000	–	–	0.02%	323
2020 Q4	$321K	Sell	6,000 -138	-2%	-$7.16K	0.02%	301
2020 Q3	$288K	Buy	6,138 +138	+2%	+$7.08K	0.02%	309
2020 Q2	$313K	Hold	6,000	–	–	0.03%	265
2020 Q1	$288K	Hold	6,000	–	–	0.05%	195
2019 Q4	$303K	Hold	6,000	–	–	0.05%	209
2019 Q3	$283K	Hold	6,000	–	–	0.06%	203
2019 Q2	$283K	Hold	6,000	–	–	0.07%	185
2019 Q1	$289K	Sell	6,000 -140	-2%	-$7.01K	0.07%	183
2018 Q4	$274K	Hold	6,140	–	–	0.07%	176
2018 Q3	$332K	Hold	6,140	–	–	0.08%	140
2018 Q2	$300K	Hold	6,140	–	–	0.08%	141
2018 Q1	$385K	Hold	6,140	–	–	0.11%	125
2017 Q4	$376K	Hold	6,140	–	–	0.11%	129
2017 Q3	$411K	Buy	6,140 +140	+2%	+$9.9K	0.14%	122
2017 Q2	$468K	Sell	6,000 -1,000	-14%	-$75.5K	0.19%	95
2017 Q1	$508K	Hold	7,000	–	–	0.22%	90
2016 Q4	$504K	Hold	7,000	–	–	0.21%	95
2016 Q3	$481K	Hold	7,000	–	–	0.21%	98
2016 Q2	$546K	Hold	7,000	–	–	0.25%	88
2016 Q1	$574K	Hold	7,000	–	–	0.27%	82
2015 Q4	$555K	Hold	7,000	–	–	0.28%	81
2015 Q3	$538K	Hold	7,000	–	–	0.26%	85
2015 Q2	$590K	Hold	7,000	–	–	0.37%	63
2015 Q1	$628K	Hold	7,000	–	–	0.26%	87
2014 Q4	$587K	Hold	7,000	–	–	0.26%	89
2014 Q3	$524K	Hold	7,000	–	–	0.23%	95
2014 Q2	$492K	Hold	7,000	–	–	0.21%	101
2014 Q1	$476K	Hold	7,000	–	–	0.2%	108
2013 Q4	$476K	Hold	7,000	–	–	0.22%	98
2013 Q3	$424K	Hold	7,000	–	–	0.2%	99
2013 Q2	$365K	Buy	+7,000	New	+$320K	0.18%	107

Other funds holding CAH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Exencial Wealth Advisors's CAH Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Cardinal Health (CAH) stake by 1% in Q1 2026, buying an estimated $12.7K and bringing the position to 5,806 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #271.

Exencial Wealth Advisors first reported a position in CAH in Q2 2013 and has held it in 52 quarters since. 1,433 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Exencial Wealth Advisors held 5,806 shares of Cardinal Health worth $1.23M as of Q1 2026.
Exencial Wealth Advisors bought 59 Cardinal Health shares in Q1 2026, an estimated $12.7K.
Cardinal Health made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #271 holding.
Exencial Wealth Advisors first reported a position in Cardinal Health in Q2 2013 and has held it in 52 quarters since.
1,433 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.