MYIA
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Mount Yale Investment Advisors’s Cardinal Health CAH Stock Holding History

Mount Yale Investment 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 		$404K Buy
1,913
+572
+43% +$123K 0.01% 783
2025
Q4 		$276K Sell
1,341
-136
-9% -$25.6K 0.01% 609
2025
Q3 		$232K Sell
1,477
-2,603
-64% -$402K 0.02% 592
2025
Q2 		$685K Buy
+4,080
New +$606K 0.05% 277
2018
Q4 		– Sell
-2,379
Closed -$128K – 385
2018
Q3 		$128K Sell
2,379
-1,213
-34% -$62.1K 0.02% 366
2018
Q2 		$175K Buy
3,592
+1,421
+65% +$80.6K 0.03% 317
2018
Q1 		$136K Buy
+2,171
New +$149K 0.03% 368

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