RFG Advisory’s Cardinal Health CAH Stock Holding History

RFG Advisory’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	$959K	Buy	4,540 +1,235	+37%	+$266K	0.02%	551
2025 Q4	$679K	Sell	3,305 -219	-6%	-$41.2K	0.01%	626
2025 Q3	$553K	Buy	3,524 +101	+3%	+$15.6K	0.01%	639
2025 Q2	$575K	Buy	3,423 +368	+12%	+$54.6K	0.01%	577
2025 Q1	$421K	Buy	3,055 +1,075	+54%	+$137K	0.01%	618
2024 Q4	$234K	Buy	1,980 +5	+0.3%	+$584	0.01%	714
2024 Q3	$218K	Buy	+1,975	New	+$206K	0.01%	691
2024 Q2	–	Sell	-2,116	Closed	-$237K	–	707
2024 Q1	$237K	Sell	2,116 -1,182	-36%	-$128K	0.01%	655
2023 Q4	$332K	Buy	+3,298	New	+$327K	0.01%	527
2021 Q2	–	Sell	-3,574	Closed	-$217K	–	434
2021 Q1	$217K	Buy	+3,574	New	+$197K	0.02%	409
2020 Q4	–	Sell	-5,583	Closed	-$262K	–	439
2020 Q3	$262K	Sell	5,583 -705	-11%	-$36.2K	0.04%	341
2020 Q2	$328K	Sell	6,288 -768	-11%	-$39.6K	0.05%	272
2020 Q1	$338K	Sell	7,056 -441	-6%	-$22.9K	0.06%	239
2019 Q4	$379K	Buy	+7,497	New	+$387K	0.06%	237

Other funds holding CAH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return