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Marshall & Sterling Wealth Advisors’s Cardinal Health CAH Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-49
Closed -$7.69K – 380
2025
Q3 		$7.69K Hold
49
– – ﹤0.01% 408
2025
Q2 		$8.23K Hold
49
– – 0.01% 373
2025
Q1 		$6.75K Buy
+49
New +$6.25K ﹤0.01% 404

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CAH Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 49 shares — an estimated $7.69K sold.

Marshall & Sterling Wealth Advisors first reported a position in CAH in Q1 2025 and held it in 3 quarters. The position peaked at $8.23K in Q2 2025. 1,412 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 49 Cardinal Health shares in Q4 2025, an estimated $7.69K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cardinal Health in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Cardinal Health position peaked at $8.23K in Q2 2025.
  • 1,412 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.