CANANDAIGUA NATIONAL BANK & TRUST CO CAH — CARDINAL HEALTH INC. COM

Ownership history in CANANDAIGUA NATIONAL BANK & TRUST CO  ·  42 quarters on record

AI Ownership Summary

CANANDAIGUA NATIONAL BANK & TRUST CO reported CARDINAL HEALTH INC. COM (CAH) in 42 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2024 Q2. 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 CANANDAIGUA NATIONAL BANK & TRUST CO's position in CARDINAL HEALTH INC. COM, 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 Q3

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

High-water mark
Peak Conviction
0.13% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 CANANDAIGUA NATIONAL BANK & TRUST CO fund profile CANANDAIGUA NATIONAL BANK & TRUST CO full holdings
How CANANDAIGUA NATIONAL BANK & TRUST CO 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,674 — 0% 0.07% $817K 2026-10-07 $232.16
2026 Q2 ADDED — — — 3,674 +387 +11.8% 0.07% $873K 2026-07-07 $239.15
2025 Q4 REDUCED — — — 3,287 -25 -0.8% 0.06% $675K 2026-01-30 $213.40
2025 Q3 ADDED — — — 3,312 +26 +0.8% 0.05% $520K 2025-10-07 $155.18
2025 Q2 REDUCED — — — 3,286 -16 -0.5% 0.05% $552K 2025-07-08 $162.38
2025 Q1 REDUCED — — — 3,302 -137 -4.0% 0.05% $455K 2025-04-25 $135.42
2024 Q4 REDUCED — — — 3,439 -100 -2.8% 0.04% $407K 2025-01-06 $117.33
2024 Q3 REDUCED 71.7% +7.2% ❌ 3,539 -8,947 -71.7% 0.04% $391K 2024-10-03 $107.77
2024 Q2 ADDED — — — 12,486 +69 +0.6% 0.13% $1.2M 2024-07-11 $91.83
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CAH

As of 2026 Q3 — sorted by position size

Iowa State Bank 3Y 7Y 1.42% VISTA INVESTMENT PARTNERS LLC 1.25% KWMG, LLC 3Y 7Y 1.18% ALKEME WEALTH, LLC 3Y 7Y 1.04% Monument Capital Management 3Y 7Y 0.91% Bank of New Hampshire 3Y 0.86% Invariant Investment Management 0.72% Artemis Investment Management LLP 3Y 7Y 0.67% Dorato Capital Management 0.54% Bullock Wealth Management Group 0.5%

FAQ About CANANDAIGUA NATIONAL BANK & TRUST CO and CAH

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

How long has CANANDAIGUA NATIONAL BANK & TRUST CO reported owning CAH?

CANANDAIGUA NATIONAL BANK & TRUST CO reported CAH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CAH position in CANANDAIGUA NATIONAL BANK & TRUST CO's portfolio?

The largest reported portfolio weight for CAH was 0.13% in 2024 Q2.

What is the latest reported CAH position on this page?

The most recent filing on this page is 2026 Q3, when CANANDAIGUA NATIONAL BANK & TRUST CO reported 3,674 shares, equal to 0.07% of portfolio, with an estimated market value of $817K.

What does the chart on this CAH ownership page compare?

The chart compares CANANDAIGUA NATIONAL BANK & TRUST CO'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 CANANDAIGUA NATIONAL BANK & TRUST CO time their CAH position?

Based on 13F filing dates vs. subsequent CAH price moves, CANANDAIGUA NATIONAL BANK & TRUST CO correctly timed 15 out of 32 reported position changes (47%). The annualised alpha on CAH relative to SPY over the holding period was +1.1%.

← Back to CANANDAIGUA NATIONAL BANK & TRUST CO Holdings