HSBC HOLDINGS PLC CAH — CARDINAL HEALTH INC

Ownership history in HSBC HOLDINGS PLC  ·  114 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported CARDINAL HEALTH INC (CAH) in 114 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows CAH at 0.07% 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 HSBC HOLDINGS PLC'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
2025 Q4

CAH was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 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 2025 Q4

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 HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC 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 17 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14.4% +3.1% ❌ 612,473 -103,072 -14.4% 0.07% $126.0M 2026-02-14 (Est.) $220.26
2025 Q3 ADDED — — — 715,545 +675,045 +1666.8% 0.06% $112.4M 2025-11-13 $205.05
2025 Q3 ADDED — — — 40,500 +21,200 +109.8% 0.00% $6.4M 2025-11-13 $205.05
2025 Q3 REDUCED 97.1% +32.5% ❌ 19,300 -651,874 -97.1% 0.00% $3.0M 2025-11-13 $205.05
2025 Q2 ADDED — — — 671,174 +630,674 +1557.2% 0.07% $112.8M 2025-08-13 $146.91
2025 Q2 ADDED — — — 40,500 +24,700 +156.3% 0.00% $6.8M 2025-08-13 $146.91
2025 Q2 REDUCED 96.3% -7.7% ✅ 15,800 -407,754 -96.3% 0.00% $2.7M 2025-08-13 $146.91
2025 Q1 ADDED — — — 423,554 +337,254 +390.8% 0.04% $58.3M 2025-05-14 $146.75
2025 Q1 ADDED — — — 86,300 +57,400 +198.6% 0.01% $11.8M 2025-05-14 $146.75
2025 Q1 REDUCED 93.4% +22.4% ❌ 28,900 -407,259 -93.4% 0.00% $4.0M 2025-05-14 $146.75
2024 Q4 ADDED — — — 436,159 +395,659 +976.9% 0.03% $51.6M 2025-02-14 $124.34
2024 Q4 ADDED — — — 40,500 +31,600 +355.1% 0.00% $4.8M 2025-02-14 $124.34
2024 Q4 REDUCED 97.8% +17.0% ❌ 8,900 -394,798 -97.8% 0.00% $1.1M 2025-02-14 $124.34
2024 Q3 REDUCED 11.4% +7.2% ❌ 403,698 -52,100 -11.4% 0.03% $44.6M 2024-11-14 $118.99
2024 Q2 REDUCED — — — 455,798 -12,709 -2.7% 0.03% $45.0M 2024-08-12 $98.30
2024 Q1 ADDED — — — 468,507 +104,166 +28.6% 0.04% $52.4M 2024-05-15 $94.34
2023 Q4 ADDED — — — 364,341 +50,456 +16.1% 0.03% $36.7M 2024-02-12 $100.22
97 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

Orca Investment Management, LLC 3Y 7Y 5.11% Sivik Global Healthcare LLC 3Y 7Y 3.85% Birch Capital Management, LLC 3Y 2.46% Axecap Investments, LLC 2.26% LMG Wealth Partners, LLC 3Y 1.86% Iowa State Bank 3Y 7Y 1.48% KWMG, LLC 3Y 7Y 1.37% Exeter Financial, LLC 3Y 7Y 1.05% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 1.04% Belleair Asset Management, LLC 1.03%

FAQ About HSBC HOLDINGS PLC and CAH

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

How long has HSBC HOLDINGS PLC reported owning CAH?

HSBC HOLDINGS PLC reported CAH across 17 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CAH position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for CAH was 0.07% in 2025 Q4.

What is the latest reported CAH position on this page?

The most recent filing on this page is 2025 Q4, when HSBC HOLDINGS PLC reported 612,473 shares, equal to 0.07% of portfolio, with an estimated market value of $126.0M.

What does the chart on this CAH ownership page compare?

The chart compares HSBC HOLDINGS PLC'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 HSBC HOLDINGS PLC time their CAH position?

Based on 13F filing dates vs. subsequent CAH price moves, HSBC HOLDINGS PLC correctly timed 53 out of 113 reported position changes (47%). The annualised alpha on CAH relative to SPY over the holding period was +11.0%.

← Back to HSBC HOLDINGS PLC Holdings