AAS
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Avantax Advisory Services’s Cardinal Health CAH Stock Holding History

Avantax Advisory Services’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 		$1.8M Buy
10,721
+1,369
+15% +$203K 0.01% 855
2025
Q1 		$1.29M Buy
9,352
+1,318
+16% +$168K 0.01% 959
2024
Q4 		$950K Buy
8,034
+99
+1% +$11.6K 0.01% 1061
2024
Q3 		$877K Sell
7,935
-246
-3% -$25.7K 0.01% 1099
2024
Q2 		$804K Sell
8,181
-11,880
-59% -$1.21M 0.01% 1097
2024
Q1 		$2.24M Buy
20,061
+3,773
+23% +$407K 0.02% 512
2023
Q4 		$1.64M Sell
16,288
-1,896
-10% -$188K 0.02% 563
2023
Q3 		$1.58M Sell
18,184
-2,203
-11% -$199K 0.02% 538
2023
Q2 		$1.93M Buy
20,387
+3,534
+21% +$299K 0.02% 465
2023
Q1 		$1.27M Sell
16,853
-2,800
-14% -$211K 0.02% 583
2022
Q4 		$1.51M Buy
19,653
+6,377
+48% +$485K 0.02% 499
2022
Q3 		$885K Sell
13,276
-1,431
-10% -$90.7K 0.01% 596
2022
Q2 		$769K Buy
14,707
+5,747
+64% +$327K 0.01% 632
2022
Q1 		$510K Buy
8,960
+1,602
+22% +$85.8K 0.01% 783
2021
Q4 		$379K Buy
7,358
+1,760
+31% +$86.3K 0.01% 866
2021
Q3 		$277K Buy
+5,598
New +$304K ﹤0.01% 962
2020
Q4 		– Sell
-6,288
Closed -$296K – 988
2020
Q3 		$296K Buy
+6,288
New +$323K ﹤0.01% 1024

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's CAH Position: Q2 2025 in Review

Avantax Advisory Services increased its Cardinal Health (CAH) stake by 15% in Q2 2025, buying an estimated $203K and bringing the position to 10,721 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #855.

Avantax Advisory Services first reported a position in CAH in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.24M in Q1 2024. 1,253 funds tracked by Wall St. Rank hold CAH as of Q2 2025.

  • Avantax Advisory Services held 10,721 shares of Cardinal Health worth $1.8M as of Q2 2025.
  • Avantax Advisory Services bought 1,369 Cardinal Health shares in Q2 2025, an estimated $203K.
  • Cardinal Health made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #855 holding.
  • Avantax Advisory Services first reported a position in Cardinal Health in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Cardinal Health position peaked at $2.24M in Q1 2024.
  • 1,253 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.