True Wealth Design’s Cardinal Health CAH Stock Holding History

True Wealth Design’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	$13.3K	Buy	63 +41	+186%	+$8.83K	﹤0.01%	871
2025 Q4	$4.52K	Hold	22	–	–	﹤0.01%	1130
2025 Q3	$3.45K	Hold	22	–	–	﹤0.01%	1237
2025 Q2	$3.7K	Buy	22 +1	+5%	+$148	﹤0.01%	930
2025 Q1	$2.89K	Buy	21 +11	+110%	+$1.4K	﹤0.01%	877
2024 Q4	$1.18K	Hold	10	–	–	﹤0.01%	887
2024 Q3	$1.11K	Hold	10	–	–	﹤0.01%	949
2024 Q2	$984	Buy	10 +1	+11%	+$102	﹤0.01%	511
2024 Q1	$1.01K	Buy	9 +3	+50%	+$324	﹤0.01%	465
2023 Q4	$605	Hold	6	–	–	﹤0.01%	429
2023 Q3	$521	Hold	6	–	–	﹤0.01%	420
2023 Q2	$568	Sell	6 -3	-33%	-$253	﹤0.01%	407
2023 Q1	$680	Hold	9	–	–	﹤0.01%	464
2022 Q4	$692	Buy	+9	New	+$684	﹤0.01%	390

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