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Smith Shellnut Wilson’s Cardinal Health CAH Stock Holding History

Smith Shellnut Wilson’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 		$416K Sell
2,649
-302
-10% -$46.6K 0.16% 88
2025
Q2 		$496K Sell
2,951
-1,448
-33% -$215K 0.22% 70
2025
Q1 		$606K Buy
4,399
+91
+2% +$11.6K 0.28% 62
2024
Q4 		$510K Buy
4,308
+168
+4% +$19.6K 0.23% 73
2024
Q3 		$458K Hold
4,140
– – 0.21% 77
2024
Q2 		$407K Hold
4,140
– – 0.2% 82
2024
Q1 		$463K Hold
4,140
– – 0.25% 73
2023
Q4 		$417K Sell
4,140
-53
-1% -$5.26K 0.24% 75
2023
Q3 		$364K Hold
4,193
– – 0.22% 77
2023
Q2 		$397K Sell
4,193
-51
-1% -$4.31K 0.22% 79
2023
Q1 		$320K Hold
4,244
– – 0.19% 90
2022
Q4 		$326K Buy
4,244
+7
+0.2% +$532 0.2% 91
2022
Q3 		$283K Buy
4,237
+31
+0.7% +$1.97K 0.19% 95
2022
Q2 		$220K Sell
4,206
-371
-8% -$21.1K 0.14% 119
2022
Q1 		$260K Buy
4,577
+73
+2% +$3.91K 0.14% 122
2021
Q4 		$232K Buy
4,504
+83
+2% +$4.07K 0.11% 137
2021
Q3 		$219K Buy
4,421
+87
+2% +$4.72K 0.13% 133
2021
Q2 		$247K Sell
4,334
-218
-5% -$12.7K 0.14% 122
2021
Q1 		$277K Sell
4,552
-353
-7% -$19.5K 0.17% 107
2020
Q4 		$263K Buy
+4,905
New +$255K 0.16% 105
2020
Q1 		– Sell
-4,592
Closed -$232K – 127
2019
Q4 		$232K Hold
4,592
– – 0.15% 115
2019
Q3 		$217K Buy
+4,592
New +$210K 0.16% 116
2018
Q4 		– Sell
-3,757
Closed -$203K – 115
2018
Q3 		$203K Buy
+3,757
New +$192K 0.18% 116
2018
Q1 		$235K Buy
3,757
+190
+5% +$13K 0.2% 109
2017
Q4 		$219K Buy
3,567
+199
+6% +$12.3K 0.19% 118
2017
Q3 		$225K Buy
+3,368
New +$238K 0.2% 121

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Shellnut Wilson's CAH Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Cardinal Health (CAH) stake by 10% in Q3 2025, selling an estimated $46.6K and leaving 2,649 shares worth $416K. The position accounts for 0.16% of the portfolio, ranked #88.

Smith Shellnut Wilson first reported a position in CAH in Q3 2017 and has held it in 26 quarters since. The position peaked at $606K in Q1 2025. 1,222 funds tracked by Wall St. Rank hold CAH as of Q3 2025.

  • Smith Shellnut Wilson held 2,649 shares of Cardinal Health worth $416K as of Q3 2025.
  • Smith Shellnut Wilson sold 302 Cardinal Health shares in Q3 2025, an estimated $46.6K.
  • Cardinal Health made up 0.16% of Smith Shellnut Wilson's portfolio in Q3 2025, its #88 holding.
  • Smith Shellnut Wilson first reported a position in Cardinal Health in Q3 2017 and has held it in 26 quarters since.
  • Smith Shellnut Wilson's Cardinal Health position peaked at $606K in Q1 2025.
  • 1,222 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.