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Arete Wealth Advisors’s Cardinal Health CAH Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-2,130
Closed -$334K – 771
2025
Q3 		$334K Buy
2,130
+179
+9% +$27.6K 0.02% 556
2025
Q2 		$328K Sell
1,951
-13
-0.7% -$1.93K 0.02% 530
2025
Q1 		$271K Buy
1,964
+14
+0.7% +$1.78K 0.02% 570
2024
Q4 		$230K Sell
1,950
-933
-32% -$109K 0.02% 652
2024
Q3 		$318K Sell
2,883
-3,426
-54% -$358K 0.03% 505
2024
Q2 		$621K Buy
+6,309
New +$643K 0.05% 344
2024
Q1 		– Sell
-2,845
Closed -$287K – 430
2023
Q4 		$287K Buy
+2,845
New +$282K 0.02% 564
2020
Q1 		– Sell
-12,178
Closed -$615K – 351
2019
Q4 		$615K Hold
12,178
– – 0.11% 207
2019
Q3 		$575K Buy
+12,178
New +$556K 0.11% 196
2019
Q1 		– Sell
-6,552
Closed -$292K – 388
2018
Q4 		$292K Buy
+6,552
New +$342K 0.07% 279
2018
Q3 		– Sell
-4,136
Closed -$202K – 367
2018
Q2 		$202K Buy
4,136
+194
+5% +$11K 0.05% 345
2018
Q1 		$245K Sell
3,942
-31
-0.8% -$2.13K 0.08% 273
2017
Q4 		$244K Buy
+3,973
New +$246K 0.08% 265
2017
Q3 		– Sell
-2,879
Closed -$224K – 273
2017
Q2 		$224K Buy
+2,879
New +$217K 0.1% 212

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's CAH Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Cardinal Health (CAH) in Q4 2025, closing a stake of 2,130 shares — an estimated $334K sold.

Arete Wealth Advisors first reported a position in CAH in Q2 2017 and held it in 14 quarters. The position peaked at $621K in Q2 2024. 1,405 funds tracked by Wall St. Rank hold CAH as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Cardinal Health position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,130 Cardinal Health shares in Q4 2025, an estimated $334K.
  • Arete Wealth Advisors first reported a position in Cardinal Health in Q2 2017 and held it in 14 quarters.
  • Arete Wealth Advisors's Cardinal Health position peaked at $621K in Q2 2024.
  • 1,405 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.