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Brown Financial Advisors’s Cardinal Health CAH Stock Holding History

Brown 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
-3,484
Closed -$585K – 153
2025
Q2 		$585K Sell
3,484
-222
-6% -$32.9K 0.23% 96
2025
Q1 		$511K Sell
3,706
-297
-7% -$37.9K 0.21% 95
2024
Q4 		$473K Sell
4,003
-562
-12% -$65.6K 0.19% 96
2024
Q3 		$505K Sell
4,565
-2,373
-34% -$248K 0.21% 100
2024
Q2 		$682K Buy
+6,938
New +$707K 0.3% 111

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

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

Brown Financial Advisors sold out of Cardinal Health (CAH) in Q3 2025, closing a stake of 3,484 shares — an estimated $585K sold.

Brown Financial Advisors first reported a position in CAH in Q2 2024 and held it in 5 quarters. The position peaked at $682K in Q2 2024. 1,222 funds tracked by Wall St. Rank hold CAH as of Q3 2025.

  • Brown Financial Advisors reported no remaining Cardinal Health position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 3,484 Cardinal Health shares in Q3 2025, an estimated $585K.
  • Brown Financial Advisors first reported a position in Cardinal Health in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Cardinal Health position peaked at $682K in Q2 2024.
  • 1,222 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.