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Mount Lucas Management’s Cardinal Health CAH Stock Holding History

Mount Lucas 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 		$2.54M Buy
12,013
+3,421
+40% +$737K 0.94% 25
2025
Q4 		$1.77M Buy
8,592
+3
+0% +$565 0.71% 42
2025
Q3 		$1.35M Buy
8,589
+270
+3% +$41.7K 0.55% 57
2025
Q2 		$1.4M Buy
+8,319
New +$1.23M 0.6% 48
2025
Q1 		– Sell
-3,754
Closed -$444K – 153
2024
Q4 		$444K Sell
3,754
-776
-17% -$90.6K 0.15% 111
2024
Q3 		$501K Buy
4,530
+129
+3% +$13.5K 0.17% 123
2024
Q2 		$433K Sell
4,401
-55,983
-93% -$5.7M 0.12% 123
2024
Q1 		$6.76M Sell
60,384
-4,999
-8% -$539K 1.85% 7
2023
Q4 		$6.59M Buy
65,383
+5,774
+10% +$573K 1.9% 6
2023
Q3 		$5.18M Sell
59,609
-2,257
-4% -$204K 1.83% 8
2023
Q2 		$5.85M Buy
+61,866
New +$5.23M 1.96% 6
2020
Q4 		– Sell
-160,263
Closed -$7.52M – 117
2020
Q3 		$7.52M Sell
160,263
-10,294
-6% -$528K 1.57% 12
2020
Q2 		$8.9M Sell
170,557
-5,817
-3% -$300K 1.76% 9
2020
Q1 		$8.46M Buy
176,374
+46,372
+36% +$2.41M 1.74% 6
2019
Q4 		$6.58M Sell
130,002
-41,113
-24% -$2.12M 1.31% 25
2019
Q3 		$8.07M Buy
+171,115
New +$7.81M 1.45% 23

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

Mount Lucas Management's CAH Position: Q1 2026 in Review

Mount Lucas Management increased its Cardinal Health (CAH) stake by 40% in Q1 2026, buying an estimated $737K and bringing the position to 12,013 shares worth $2.54M. The position accounts for 0.94% of the portfolio, ranked #25.

Mount Lucas Management first reported a position in CAH in Q3 2019 and has held it in 16 quarters since. The position peaked at $8.9M in Q2 2020. 1,425 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Mount Lucas Management held 12,013 shares of Cardinal Health worth $2.54M as of Q1 2026.
  • Mount Lucas Management bought 3,421 Cardinal Health shares in Q1 2026, an estimated $737K.
  • Cardinal Health made up 0.94% of Mount Lucas Management's portfolio in Q1 2026, its #25 holding.
  • Mount Lucas Management first reported a position in Cardinal Health in Q3 2019 and has held it in 16 quarters since.
  • Mount Lucas Management's Cardinal Health position peaked at $8.9M in Q2 2020.
  • 1,425 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.