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Altium Wealth Management’s Cardinal Health CAH Stock Holding History

Altium Wealth Management’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$807K Buy
15,433
+3,579
+30% +$203K 0.06% 185
2022
Q1 		$672K Buy
11,854
+3,952
+50% +$212K 0.04% 212
2021
Q4 		$407K Buy
7,902
+1,059
+15% +$51.9K 0.03% 286
2021
Q3 		$338K Buy
6,843
+1,560
+30% +$84.6K 0.02% 300
2021
Q2 		$302K Buy
5,283
+1,614
+44% +$94.3K 0.02% 316
2021
Q1 		$223K Buy
+3,669
New +$203K 0.02% 340
2020
Q1 		– Sell
-4,726
Closed -$239K – 331
2019
Q4 		$239K Sell
4,726
-121
-2% -$6.25K 0.03% 243
2019
Q3 		$229K Buy
+4,847
New +$221K 0.03% 248

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altium Wealth Management's CAH Position: Q2 2022 in Review

Altium Wealth Management increased its Cardinal Health (CAH) stake by 30% in Q2 2022, buying an estimated $203K and bringing the position to 15,433 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #185.

Altium Wealth Management first reported a position in CAH in Q3 2019 and has held it in 8 quarters since. 792 funds tracked by Wall St. Rank hold CAH as of Q2 2022.

  • Altium Wealth Management held 15,433 shares of Cardinal Health worth $807K as of Q2 2022.
  • Altium Wealth Management bought 3,579 Cardinal Health shares in Q2 2022, an estimated $203K.
  • Cardinal Health made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #185 holding.
  • Altium Wealth Management first reported a position in Cardinal Health in Q3 2019 and has held it in 8 quarters since.
  • 792 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.