SMA
CAH icon

Sage Mountain Advisors’s Cardinal Health CAH Stock Holding History

Sage Mountain 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 		– Sell
-2,991
Closed -$615K – 329
2025
Q4 		$615K Buy
2,991
+296
+11% +$55.7K 0.03% 241
2025
Q3 		$423K Buy
2,695
+183
+7% +$28.3K 0.02% 305
2025
Q2 		$422K Sell
2,512
-6
-0.2% -$890 0.03% 266
2025
Q1 		$347K Buy
2,518
+470
+23% +$59.9K 0.03% 271
2024
Q4 		$242K Sell
2,048
-266
-11% -$31.1K 0.02% 336
2024
Q3 		$256K Buy
2,314
+164
+8% +$17.1K 0.02% 322
2024
Q2 		$211K Buy
2,150
+164
+8% +$16.7K 0.02% 326
2024
Q1 		$222K Buy
+1,986
New +$214K 0.02% 302
2021
Q3 		– Sell
-3,721
Closed -$212K – 582
2021
Q2 		$212K Buy
+3,721
New +$217K 0.04% 381

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

Sage Mountain Advisors's CAH Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 2,991 shares — an estimated $615K sold.

Sage Mountain Advisors first reported a position in CAH in Q2 2021 and held it in 9 quarters. The position peaked at $615K in Q4 2025. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,991 Cardinal Health shares in Q1 2026, an estimated $615K.
  • Sage Mountain Advisors first reported a position in Cardinal Health in Q2 2021 and held it in 9 quarters.
  • Sage Mountain Advisors's Cardinal Health position peaked at $615K in Q4 2025.
  • 1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.