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Serenity Investment Advisors’s Cardinal Health CAH Stock Holding History

Serenity 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 		– Sell
-1,278
Closed -$259K – 77
2025
Q4 		$259K Buy
+1,278
New +$241K 0.15% 55

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Serenity Investment Advisors's CAH Position: Q1 2026 in Review

Serenity Investment Advisors sold out of Cardinal Health (CAH) in Q1 2026, closing a stake of 1,278 shares — an estimated $259K sold.

Serenity Investment Advisors first reported a position in CAH in Q4 2025 and held it in 1 quarter. The position peaked at $259K in Q4 2025. 1,435 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

  • Serenity Investment Advisors reported no remaining Cardinal Health position as of Q1 2026 after selling out during the quarter.
  • Serenity Investment Advisors sold 1,278 Cardinal Health shares in Q1 2026, an estimated $259K.
  • Serenity Investment Advisors first reported a position in Cardinal Health in Q4 2025 and held it in 1 quarter.
  • Serenity Investment Advisors's Cardinal Health position peaked at $259K in Q4 2025.
  • 1,435 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Serenity Investment Advisors's 13F filing for Q1 2026, filed 26 May 2026.