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BerganKDV Wealth Management’s Cardinal Health CAH Stock Holding History

BerganKDV 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
2023
Q2 		$43.1K Buy
456
+1
+0.2% +$84 ﹤0.01% 394
2023
Q1 		$34.4K Buy
455
+1
+0.2% +$75 ﹤0.01% 437
2022
Q4 		$34.9K Buy
454
+1
+0.2% +$76 ﹤0.01% 415
2022
Q3 		$30K Buy
453
+1
+0.2% +$63 ﹤0.01% 433
2022
Q2 		$24K Buy
452
+2
+0.4% +$114 ﹤0.01% 474
2022
Q1 		$26K Buy
450
+1
+0.2% +$54 ﹤0.01% 482
2021
Q4 		$23K Buy
449
+2
+0.4% +$98 ﹤0.01% 529
2021
Q3 		$22K Buy
447
+1
+0.2% +$54 ﹤0.01% 511
2021
Q2 		$25K Buy
446
+1
+0.2% +$58 ﹤0.01% 489
2021
Q1 		$27K Buy
445
+13
+3% +$718 ﹤0.01% 443
2020
Q4 		$23K Buy
432
+201
+87% +$10.4K ﹤0.01% 449
2020
Q3 		$11K Buy
231
+1
+0.4% +$51 ﹤0.01% 494
2020
Q2 		$12K Buy
230
+21
+10% +$1.08K ﹤0.01% 513
2020
Q1 		$10K Buy
209
+2
+1% +$104 ﹤0.01% 490
2019
Q4 		$10K Buy
207
+74
+56% +$3.82K ﹤0.01% 525
2019
Q3 		$6K Buy
133
+1
+0.8% +$46 ﹤0.01% 538
2019
Q2 		$6K Buy
132
+2
+2% +$92 ﹤0.01% 563
2019
Q1 		$6K Buy
130
+1
+0.8% +$50 ﹤0.01% 569
2018
Q4 		$6K Sell
129
-26
-17% -$1.35K ﹤0.01% 529
2018
Q3 		$8K Sell
155
-98
-39% -$5.01K ﹤0.01% 513
2018
Q2 		$12K Buy
+253
New +$14.3K ﹤0.01% 478

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BerganKDV Wealth Management's CAH Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Cardinal Health (CAH) stake by 0.22% in Q2 2023, buying an estimated $84 and bringing the position to 456 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

BerganKDV Wealth Management first reported a position in CAH in Q2 2018 and has held it in 21 quarters since. 948 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • BerganKDV Wealth Management held 456 shares of Cardinal Health worth $43.1K as of Q2 2023.
  • BerganKDV Wealth Management bought 1 Cardinal Health share in Q2 2023, an estimated $84.
  • Cardinal Health made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #394 holding.
  • BerganKDV Wealth Management first reported a position in Cardinal Health in Q2 2018 and has held it in 21 quarters since.
  • 948 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.