MA
CAH icon

Montag & Associates’s Cardinal Health CAH Stock Holding History

Montag & Associates’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
-630
Closed -$98.9K – 990
2025
Q3 		$98.9K Buy
+630
New +$97.3K ﹤0.01% 489
2024
Q4 		– Sell
-230
Closed -$25.4K – 1000
2024
Q3 		$25.4K Buy
+230
New +$24K ﹤0.01% 704
2013
Q4 		– Sell
-25,930
Closed -$1.35M – 224
2013
Q3 		$1.35M Buy
+25,930
New +$1.32M 0.25% 109

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

Montag & Associates's CAH Position: Q4 2025 in Review

Montag & Associates sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 630 shares — an estimated $98.9K sold.

Montag & Associates first reported a position in CAH in Q3 2013 and held it in 3 quarters. The position peaked at $1.35M in Q3 2013. 1,412 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

  • Montag & Associates reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 630 Cardinal Health shares in Q4 2025, an estimated $98.9K.
  • Montag & Associates first reported a position in Cardinal Health in Q3 2013 and held it in 3 quarters.
  • Montag & Associates's Cardinal Health position peaked at $1.35M in Q3 2013.
  • 1,412 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.