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BWM
BerganKDV Wealth Management’s
Cardinal Health
CAH
Stock Holding History
BerganKDV Wealth Management’s Portfolio
CAH Stock Details
CAH Fund Activity
Bought
Maintained
Sold
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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