Oxford Financial Group’s Cardinal Health CAH Stock Holding History

Oxford Financial Group’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	$284K	Sell	1,344 -10	-0.7%	-$2.15K	0.02%	220
2025 Q4	$278K	Buy	1,354 +15	+1%	+$2.82K	0.02%	197
2025 Q3	$210K	Hold	1,339	–	–	0.01%	217
2025 Q2	$225K	Buy	+1,339	New	+$199K	0.01%	193
2024 Q2	–	Sell	-3,436	Closed	-$384K	–	321
2024 Q1	$384K	Buy	3,436 +31	+0.9%	+$3.35K	0.03%	158
2023 Q4	$343K	Hold	3,405	–	–	0.03%	168
2023 Q3	$296K	Sell	3,405 -35	-1%	-$3.16K	0.03%	171
2023 Q2	$325K	Sell	3,440 -52	-1%	-$4.39K	0.03%	173
2023 Q1	$264K	Hold	3,492	–	–	0.03%	163
2022 Q4	$268K	Buy	3,492 +87	+3%	+$6.61K	0.03%	168
2022 Q3	$227K	Buy	+3,405	New	+$216K	0.03%	161
2021 Q3	–	Sell	-3,583	Closed	-$205K	–	245
2021 Q2	$205K	Hold	3,583	–	–	0.03%	174
2021 Q1	$218K	Buy	+3,583	New	+$198K	0.03%	166

Other funds holding CAH

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Oxford Financial Group's CAH Position: Q1 2026 in Review

Oxford Financial Group reduced its Cardinal Health (CAH) stake by 0.74% in Q1 2026, selling an estimated $2.15K and leaving 1,344 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #220.

Oxford Financial Group first reported a position in CAH in Q1 2021 and has held it in 13 quarters since. The position peaked at $384K in Q1 2024. 1,425 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Oxford Financial Group held 1,344 shares of Cardinal Health worth $284K as of Q1 2026.
Oxford Financial Group sold 10 Cardinal Health shares in Q1 2026, an estimated $2.15K.
Cardinal Health made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #220 holding.
Oxford Financial Group first reported a position in Cardinal Health in Q1 2021 and has held it in 13 quarters since.
Oxford Financial Group's Cardinal Health position peaked at $384K in Q1 2024.
1,425 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.