Position in CAH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$56,301
-$35,830 QoQ
Shares Held
237
-45.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,293
of 1,484 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $1,491,694 across 3 Medical Distribution names. CAH ranks #2 (3.8% of the industry book) .
All Filings in CAH
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,301 | 237 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $92,131 | 436 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,598 | 436 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $68,434 | 436 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,384 | 38 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $5,235 | 38 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $4,494 | 38 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $4,199 | 38 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $3,736 | 38 | Shares | Sole | 2025-09-24 | |
| 2021-06-30 | $12,845 | 225 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $27,337 | 450 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $73,377 | 1,370 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $64,321 | 1,370 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $71,500 | 1,370 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $65,677 | 1,370 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||