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Williamson Legacy Group’s Cardinal Health CAH Stock Holding History

Williamson Legacy Group’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
-3,313
Closed -$520K – 97
2025
Q3 		$520K Sell
3,313
-297
-8% -$45.9K 0.4% 82
2025
Q2 		$606K Buy
+3,610
New +$536K 0.51% 82
2024
Q2 		– Sell
-4,485
Closed -$502K – 94
2024
Q1 		$502K Buy
4,485
+228
+5% +$24.6K 0.39% 69
2023
Q4 		$429K Buy
+4,257
New +$422K 0.4% 72

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Williamson Legacy Group's CAH Position: Q4 2025 in Review

Williamson Legacy Group sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 3,313 shares — an estimated $520K sold.

Williamson Legacy Group first reported a position in CAH in Q4 2023 and held it in 4 quarters. The position peaked at $606K in Q2 2025. 1,405 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

  • Williamson Legacy Group reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 3,313 Cardinal Health shares in Q4 2025, an estimated $520K.
  • Williamson Legacy Group first reported a position in Cardinal Health in Q4 2023 and held it in 4 quarters.
  • Williamson Legacy Group's Cardinal Health position peaked at $606K in Q2 2025.
  • 1,405 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.