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Brendel Financial Advisors’s Cardinal Health CAH Stock Holding History

Brendel Financial 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
Q3 		– Sell
-20,467
Closed -$3.44M – 104
2025
Q2 		$3.44M Buy
+20,467
New +$3.04M 1.93% 19
2024
Q1 		– Sell
-32,201
Closed -$3.25M – 64
2023
Q4 		$3.25M Sell
32,201
-3,478
-10% -$345K 2.13% 15
2023
Q3 		$3.1M Buy
35,679
+1,697
+5% +$153K 4.6% 9
2023
Q2 		$3.21M Buy
+33,982
New +$2.87M 4.84% 5

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Brendel Financial Advisors's CAH Position: Q3 2025 in Review

Brendel Financial Advisors sold out of Cardinal Health (CAH) in Q3 2025, closing a stake of 20,467 shares — an estimated $3.44M sold.

Brendel Financial Advisors first reported a position in CAH in Q2 2023 and held it in 4 quarters. The position peaked at $3.44M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold CAH as of Q3 2025.

  • Brendel Financial Advisors reported no remaining Cardinal Health position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 20,467 Cardinal Health shares in Q3 2025, an estimated $3.44M.
  • Brendel Financial Advisors first reported a position in Cardinal Health in Q2 2023 and held it in 4 quarters.
  • Brendel Financial Advisors's Cardinal Health position peaked at $3.44M in Q2 2025.
  • 1,223 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.