Atria Wealth Solutions’s Cardinal Health CAH Stock Holding History

Atria Wealth Solutions’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 Q2	$3.08M	Sell	18,352 -38,376	-68%	-$5.7M	0.07%	310
2025 Q1	$7.82M	Sell	56,728 -264	-0.5%	-$33.7K	0.09%	224
2024 Q4	$6.74M	Buy	56,992 +9,837	+21%	+$1.15M	0.07%	277
2024 Q3	$5.21M	Buy	47,155 +2,105	+5%	+$220K	0.06%	335
2024 Q2	$4.43M	Buy	45,050 +279	+0.6%	+$28.4K	0.05%	369
2024 Q1	$5.03M	Buy	44,771 +2,740	+7%	+$296K	0.06%	336
2023 Q4	$4.26M	Buy	42,031 +7,298	+21%	+$724K	0.05%	355
2023 Q3	$3.02M	Sell	34,733 -88	-0.3%	-$7.96K	0.04%	429
2023 Q2	$3.31M	Buy	34,821 +7,026	+25%	+$593K	0.05%	403
2023 Q1	$2.11M	Buy	27,795 +180	+0.7%	+$13.6K	0.03%	522
2022 Q4	$2.13M	Buy	27,615 +6,535	+31%	+$497K	0.03%	495
2022 Q3	$1.41M	Sell	21,080 -2,706	-11%	-$172K	0.02%	603
2022 Q2	$1.25M	Buy	23,786 +2,671	+13%	+$152K	0.02%	607
2022 Q1	$1.21M	Buy	+21,115	New	+$1.13M	0.02%	650

Other funds holding CAH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's CAH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Cardinal Health (CAH) stake by 68% in Q2 2025, selling an estimated $5.7M and leaving 18,352 shares worth $3.08M. The position accounts for 0.07% of the portfolio, ranked #310.

Atria Wealth Solutions first reported a position in CAH in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.82M in Q1 2025. 1,254 funds tracked by Wall St. Rank hold CAH as of Q2 2025.

Atria Wealth Solutions held 18,352 shares of Cardinal Health worth $3.08M as of Q2 2025.
Atria Wealth Solutions sold 38,376 Cardinal Health shares in Q2 2025, an estimated $5.7M.
Cardinal Health made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #310 holding.
Atria Wealth Solutions first reported a position in Cardinal Health in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Cardinal Health position peaked at $7.82M in Q1 2025.
1,254 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.