Tortoise Investment Management’s Cardinal Health CAH Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-118	Closed	-$18.6K	–	410
2025 Q3	$18.6K	Buy	118 +4	+4%	+$618	﹤0.01%	533
2025 Q2	$19.1K	Buy	114 +11	+11%	+$1.63K	﹤0.01%	513
2025 Q1	$14.3K	Hold	103	–	–	﹤0.01%	543
2024 Q4	$12.2K	Hold	103	–	–	﹤0.01%	601
2024 Q3	$11.3K	Buy	103 +1	+1%	+$105	﹤0.01%	625
2024 Q2	$10K	Hold	102	–	–	﹤0.01%	630
2024 Q1	$11.4K	Buy	102 +1	+1%	+$108	﹤0.01%	610
2023 Q4	$10.2K	Hold	101	–	–	﹤0.01%	577
2023 Q3	$8.73K	Buy	101 +1	+1%	+$90	﹤0.01%	577
2023 Q2	$9.46K	Buy	+100	New	+$8.45K	﹤0.01%	568
2017 Q3	–	Sell	-528	Closed	-$41K	–	491
2017 Q2	$41K	Hold	528	–	–	0.01%	236
2017 Q1	$43K	Sell	528 -290	-35%	-$22.8K	0.01%	213
2016 Q4	$59K	Hold	818	–	–	0.02%	183
2016 Q3	$64K	Hold	818	–	–	0.02%	172
2016 Q2	$64K	Hold	818	–	–	0.02%	175
2016 Q1	$67K	Hold	818	–	–	0.02%	173
2015 Q4	$73K	Hold	818	–	–	0.03%	176
2015 Q3	$63K	Hold	818	–	–	0.02%	180
2015 Q2	$68K	Hold	818	–	–	0.03%	186
2015 Q1	$74K	Hold	818	–	–	0.03%	181
2014 Q4	$66K	Hold	818	–	–	0.03%	187
2014 Q3	$61K	Hold	818	–	–	0.03%	194
2014 Q2	$56K	Sell	818 -22	-3%	-$1.5K	0.02%	203
2014 Q1	$59K	Sell	840 -76	-8%	-$5.29K	0.03%	180
2013 Q4	$61K	Sell	916 -290	-24%	-$17.7K	0.03%	165
2013 Q3	$63K	Hold	1,206	–	–	0.04%	139
2013 Q2	$57K	Buy	+1,206	New	+$55.1K	0.04%	135

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tortoise Investment Management's CAH Position: Q4 2025 in Review

Tortoise Investment Management sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 118 shares — an estimated $18.6K sold.

Tortoise Investment Management first reported a position in CAH in Q2 2013 and held it in 27 quarters. The position peaked at $74K in Q1 2015. 1,409 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

Tortoise Investment Management reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 118 Cardinal Health shares in Q4 2025, an estimated $18.6K.
Tortoise Investment Management first reported a position in Cardinal Health in Q2 2013 and held it in 27 quarters.
Tortoise Investment Management's Cardinal Health position peaked at $74K in Q1 2015.
1,409 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.