JWM
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Jeppson Wealth Management’s Cardinal Health CAH Stock Holding History

Jeppson Wealth Management’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 		$2.57M Sell
12,144
-525
-4% -$113K 0.8% 29
2025
Q4 		$2.6M Hold
12,669
– – 0.82% 31
2025
Q3 		$1.99M Sell
12,669
-105
-0.8% -$16.2K 0.63% 39
2025
Q2 		$2.15M Sell
12,774
-161
-1% -$23.9K 0.74% 34
2025
Q1 		$1.78M Sell
12,935
-511
-4% -$65.1K 0.65% 42
2024
Q4 		$1.59M Sell
13,446
-285
-2% -$33.3K 0.58% 46
2024
Q3 		$1.52M Buy
13,731
+61
+0.4% +$6.38K 0.54% 51
2024
Q2 		$1.34M Sell
13,670
-6
-0% -$611 0.51% 52
2024
Q1 		$1.53M Sell
13,676
-227
-2% -$24.5K 0.59% 46
2023
Q4 		$1.4M Sell
13,903
-135
-1% -$13.4K 0.58% 48
2023
Q3 		$1.22M Sell
14,038
-3
-0% -$271 0.56% 47
2023
Q2 		$1.33M Sell
14,041
-56
-0.4% -$4.73K 0.58% 42
2023
Q1 		$1.06M Sell
14,097
-209
-1% -$15.8K 0.46% 57
2022
Q4 		$1.1M Buy
14,306
+1,602
+13% +$122K 0.46% 49
2022
Q3 		$847K Buy
12,704
+1
+0% +$63 0.38% 62
2022
Q2 		$664K Sell
12,703
-19
-0.1% -$1.08K 0.29% 79
2022
Q1 		$721K Buy
12,722
+498
+4% +$26.7K 0.34% 71
2021
Q4 		$629K Buy
12,224
+2,739
+29% +$134K 0.3% 75
2021
Q3 		$469K Hold
9,485
– – 0.24% 88
2021
Q2 		$541K Hold
9,485
– – 0.3% 77
2021
Q1 		$576K Sell
9,485
-50
-0.5% -$2.76K 0.34% 69
2020
Q4 		$511K Buy
9,535
+1,020
+12% +$52.9K 0.34% 71
2020
Q3 		$400K Buy
+8,515
New +$437K 0.31% 79

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

Jeppson Wealth Management's CAH Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Cardinal Health (CAH) stake by 4.1% in Q1 2026, selling an estimated $113K and leaving 12,144 shares worth $2.57M. The position accounts for 0.8% of the portfolio, ranked #29.

Jeppson Wealth Management first reported a position in CAH in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q4 2025. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Jeppson Wealth Management held 12,144 shares of Cardinal Health worth $2.57M as of Q1 2026.
  • Jeppson Wealth Management sold 525 Cardinal Health shares in Q1 2026, an estimated $113K.
  • Cardinal Health made up 0.8% of Jeppson Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Jeppson Wealth Management first reported a position in Cardinal Health in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Cardinal Health position peaked at $2.6M in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.