Weaver C. Barksdale & Associates, Inc. CAH — CARDINAL HEALTH INC COMMON

Ownership history in Weaver C. Barksdale & Associates, Inc.  ·  24 quarters on record

AI Ownership Summary

Weaver C. Barksdale & Associates, Inc. reported CARDINAL HEALTH INC COMMON (CAH) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.98% in 2026 Q1. The latest visible filing shows CAH at 0.98% 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 Weaver C. Barksdale & Associates, Inc.'s position in CARDINAL HEALTH INC COMMON, 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 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2026 Q1

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 Weaver C. Barksdale & Associates, Inc. fund profile Weaver C. Barksdale & Associates, Inc. full holdings
How Weaver C. Barksdale & Associates, Inc. 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 — — — 4,876 +897 +22.5% 0.98% $1.0M 2026-05-14 $194.38
2025 Q4 REDUCED 11.6% +3.1% ❌ 3,979 -523 -11.6% 0.86% $818K 2026-02-13 $220.26
2025 Q3 UNCHANGED — — — 4,502 — 0% 0.68% $707K 2025-11-12 $203.32
2025 Q2 REDUCED 22.0% -7.7% ✅ 4,502 -1,269 -22.0% 0.73% $756K 2025-08-12 $145.11
2025 Q1 REDUCED 7.8% +22.4% ❌ 5,771 -487 -7.8% 0.76% $795K 2025-05-14 $146.75
2024 Q4 UNCHANGED — — — 6,258 — 0% 0.71% $740K 2025-02-12 $125.18
2024 Q3 UNCHANGED — — — 6,258 — 0% 0.62% $692K 2024-11-13 $122.95
2024 Q2 UNCHANGED — — — 6,258 — 0% 0.58% $615K 2024-08-13 $100.17
2024 Q1 UNCHANGED — — — 6,258 — 0% 0.64% $700K 2024-05-14 $94.65
2023 Q4 REDUCED 14.4% +11.7% ❌ 6,258 -1,049 -14.4% 0.62% $631K 2024-02-13 $100.93
14 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 Weaver C. Barksdale & Associates, Inc. and CAH

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

How long has Weaver C. Barksdale & Associates, Inc. reported owning CAH?

Weaver C. Barksdale & Associates, Inc. reported CAH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CAH position in Weaver C. Barksdale & Associates, Inc.'s portfolio?

The largest reported portfolio weight for CAH was 0.98% in 2026 Q1.

What is the latest reported CAH position on this page?

The most recent filing on this page is 2026 Q1, when Weaver C. Barksdale & Associates, Inc. reported 4,876 shares, equal to 0.98% of portfolio, with an estimated market value of $1.0M.

What does the chart on this CAH ownership page compare?

The chart compares Weaver C. Barksdale & Associates, Inc.'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 Weaver C. Barksdale & Associates, Inc. time their CAH position?

Based on 13F filing dates vs. subsequent CAH price moves, Weaver C. Barksdale & Associates, Inc. correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on CAH relative to SPY over the holding period was +17.1%.

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