Position in CAH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,602,342
-$57,709 QoQ
Shares Held
6,745
-14.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#576
of 1,484 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $15,330,082 across 2 Medical Distribution names. CAH ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCK |
Mckesson Corp
|
18,168 | $13,727,740 | |
| 2 | CAH |
Cardinal Health Inc
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|
6,745 | $1,602,342 |
All Filings in CAH
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,602,342 | 6,745 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,660,051 | 7,856 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,927,384 | 9,379 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $871,080 | 5,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $683,752 | 4,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $631,325 | 5,338 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $565,088 | 5,113 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $541,054 | 5,503 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $594,636 | 5,314 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $510,552 | 5,065 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $258,202 | 2,974 | Shares | Sole | 2023-11-24 | |
| No filing history on record for this holder in this stock. | ||||||