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Briaud Financial Planning’s Cardinal Health CAH Stock Holding History

Briaud Financial Planning’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
-111
Closed -$18K – 69
2025
Q2 		$18K Buy
+111
New +$16.5K 0.01% 185
2023
Q4 		– Sell
-16
Closed -$1K – 41
2023
Q3 		$1K Buy
+16
New +$1.45K ﹤0.01% 145

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

Briaud Financial Planning's CAH Position: Q3 2025 in Review

Briaud Financial Planning sold out of Cardinal Health (CAH) in Q3 2025, closing a stake of 111 shares — an estimated $18K sold.

Briaud Financial Planning first reported a position in CAH in Q3 2023 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold CAH as of Q3 2025.

  • Briaud Financial Planning reported no remaining Cardinal Health position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 111 Cardinal Health shares in Q3 2025, an estimated $18K.
  • Briaud Financial Planning first reported a position in Cardinal Health in Q3 2023 and held it in 2 quarters.
  • Briaud Financial Planning's Cardinal Health position peaked at $18K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.