NewSquare Capital’s Cardinal Health CAH Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-214	Closed	-$36K	–	343
2025 Q2	$36K	Buy	214 +107	+100%	+$15.9K	﹤0.01%	341
2025 Q1	$14.7K	Buy	107 +88	+463%	+$11.2K	﹤0.01%	443
2024 Q4	$2.25K	Buy	+19	New	+$2.22K	﹤0.01%	527
2023 Q1	–	Sell	-45,557	Closed	-$3.5M	–	896
2022 Q4	$3.5M	Buy	+45,557	New	+$3.46M	0.44%	86
2020 Q3	–	Sell	-40	Closed	-$2K	–	332
2020 Q2	$2K	Buy	+40	New	+$2.06K	﹤0.01%	309
2017 Q4	–	Sell	-56	Closed	-$4K	–	333
2017 Q3	$4K	Hold	56	–	–	﹤0.01%	267
2017 Q2	$4K	Hold	56	–	–	﹤0.01%	253
2017 Q1	$5K	Hold	56	–	–	﹤0.01%	232
2016 Q4	$4K	Sell	56 -7	-11%	-$506	﹤0.01%	258
2016 Q3	$5K	Buy	+63	New	+$5.09K	﹤0.01%	303

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return