CLARK FINANCIAL SERVICES GROUP INC /BD CAH — CARDINAL HEALTH INC

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  21 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported CARDINAL HEALTH INC (CAH) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2023 Q4. The latest visible filing shows CAH at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in CARDINAL HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CAH was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CAH stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held CAH — position size vs. price
% of Fund (quarterly)    CAH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,904 +232 +6.3% 0.45% $825K 2026-05-07 $185.28
2025 Q4 ADDED — — — 3,672 +140 +4.0% 0.40% $754K 2026-01-06 $207.98
2025 Q3 ADDED — — — 3,532 +323 +10.1% 0.29% $554K 2025-10-31 $189.84
2025 Q2 REDUCED — — — 3,209 -14 -0.4% 0.33% $539K 2025-08-12 $145.11
2025 Q1 REDUCED — — — 3,223 -17 -0.5% 0.31% $444K 2025-05-15 $150.25
2024 Q4 REDUCED — — — 3,240 -32 -1.0% 0.29% $384K 2025-02-14 $124.34
2024 Q3 REDUCED — — — 3,272 -127 -3.7% 0.33% $362K 2024-11-14 $118.99
2024 Q2 REDUCED 38.8% +13.0% ❌ 3,399 -2,151 -38.8% 0.35% $334K 2024-08-14 $103.86
2024 Q1 REDUCED 19.1% -12.2% ✅ 5,550 -1,308 -19.1% 0.75% $621K 2024-05-14 $94.65
2023 Q4 REDUCED — — — 6,858 -43 -0.6% 0.89% $691K 2024-02-15 $101.49
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAH

As of 2026 Q1 — sorted by position size

Delta Accumulation, LLC 3Y 8.21% Orca Investment Management, LLC 3Y 7Y 5.11% Delta Accumulation, LLC 3Y 4.23% Cambridge Financial Group, Inc. 3Y 7Y 4.18% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 4.02% Beck Bode, LLC 3Y 3.9% Sivik Global Healthcare LLC 3Y 7Y 3.85% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 3.63% GFS Advisors, LLC 3Y 7Y 3.39% Dorsey Wright & Associates 3Y 7Y 2.96%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and CAH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning CAH?

CLARK FINANCIAL SERVICES GROUP INC /BD reported CAH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAH position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for CAH was 0.89% in 2023 Q4.

What is the latest reported CAH position on this page?

The most recent filing on this page is 2026 Q1, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 3,904 shares, equal to 0.45% of portfolio, with an estimated market value of $825K.

What does the chart on this CAH ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly CAH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLARK FINANCIAL SERVICES GROUP INC /BD time their CAH position?

Based on 13F filing dates vs. subsequent CAH price moves, CLARK FINANCIAL SERVICES GROUP INC /BD correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on CAH relative to SPY over the holding period was +14.4%.

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