LFA
CAH icon

Legacy Financial Advisors’s Cardinal Health CAH Stock Holding History

Legacy Financial 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 		$397K Buy
1,880
+24
+1% +$5.17K 0.06% 271
2025
Q4 		$381K Sell
1,856
-46
-2% -$8.66K 0.05% 272
2025
Q3 		$298K Buy
1,902
+1
+0.1% +$154 0.04% 319
2025
Q2 		$319K Buy
1,901
+23
+1% +$3.41K 0.05% 263
2025
Q1 		$259K Sell
1,878
-3
-0.2% -$382 0.04% 298
2024
Q4 		$222K Buy
+1,881
New +$220K 0.04% 318
2019
Q2 		– Sell
-630
Closed -$30K – 235
2019
Q1 		$30K Buy
630
+20
+3% +$1K 0.01% 373
2018
Q4 		$27K Hold
610
– – 0.01% 352
2018
Q3 		$32K Hold
610
– – 0.01% 301
2018
Q2 		$31K Hold
610
– – 0.01% 310
2018
Q1 		$39K Hold
610
– – 0.02% 274
2017
Q4 		$37K Buy
+610
New +$37.7K 0.02% 283

Other funds holding CAH

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return