Simplify Asset Management Inc. CAH — CARDINAL HEALTH INC

Ownership history in Simplify Asset Management Inc.  ·  5 quarters on record

AI Ownership Summary

Simplify Asset Management Inc. reported CARDINAL HEALTH INC (CAH) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows CAH at 0.09% 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.

What this CAH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplify Asset Management Inc.'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 Q2

CAH was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 Simplify Asset Management Inc. fund profile Simplify Asset Management Inc. full holdings
How Simplify Asset Management 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 26,924 +14,701 +120.3% 0.09% $6.4M 2026-07-16 $228.72
2025 Q3 REDUCED 47.4% +32.6% ❌ 12,223 -11,006 -47.4% 0.04% $1.9M 2025-10-20 $156.16
2025 Q2 REDUCED 54.6% -7.7% ✅ 23,229 -27,983 -54.6% 0.20% $3.9M 2025-08-07 $151.83
2025 Q1 ADDED — — — 51,212 +45,111 +739.4% 0.26% $7.0M 2025-05-13 $146.29
2024 Q4 INITIATED — — — 6,101 — — 0.04% $718K 2025-02-11 $126.22

🏢 Other funds also holding CAH

As of 2026 Q2 — sorted by position size

Orca Investment Management, LLC 3Y 7Y 4.84% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 3.96% Delta Accumulation, LLC 3Y 3.27% Kepler Cheuvreux (Suisse) SA 2.5% Dorsey Wright & Associates 3Y 7Y 2.5% Birch Capital Management, LLC 3Y 2.46% SECTOR GAMMA AS 3Y 7Y 2.1% Delta Accumulation, LLC 3Y 2.0% Stack Financial Management, Inc 3Y 7Y 1.93% LMG Wealth Partners, LLC 3Y 1.85%

FAQ About Simplify Asset Management 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 Simplify Asset Management Inc. reported owning CAH?

Simplify Asset Management Inc. reported CAH across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CAH position in Simplify Asset Management Inc.'s portfolio?

The largest reported portfolio weight for CAH was 0.26% in 2025 Q1.

What is the latest reported CAH position on this page?

The most recent filing on this page is 2026 Q2, when Simplify Asset Management Inc. reported 26,924 shares, equal to 0.09% of portfolio, with an estimated market value of $6.4M.

What does the chart on this CAH ownership page compare?

The chart compares Simplify Asset Management 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 Simplify Asset Management Inc. time their CAH position?

Based on 13F filing dates vs. subsequent CAH price moves, Simplify Asset Management Inc. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CAH relative to SPY over the holding period was +15.8%.

← Back to Simplify Asset Management Inc. Holdings