Cassady Schiller Wealth Management’s Cardinal Health CAH Stock Holding History

Cassady Schiller 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
2024 Q4	$29.9K	Buy	253 +18	+8%	+$2.1K	0.01%	250
2024 Q3	$26K	Hold	235	–	–	0.01%	249
2024 Q2	$23.1K	Hold	235	–	–	0.01%	260
2024 Q1	$26.3K	Hold	235	–	–	0.01%	263
2023 Q4	$23.7K	Hold	235	–	–	0.01%	262
2023 Q3	$20.4K	Hold	235	–	–	0.01%	273
2023 Q2	$22.2K	Sell	235 -4	-2%	-$338	0.01%	276
2023 Q1	$17.7K	Buy	239 +4	+2%	+$302	0.01%	279
2022 Q4	$18.1K	Buy	+235	New	+$17.9K	0.01%	276
2022 Q1	–	Sell	-239	Closed	-$12K	–	175
2021 Q4	$12K	Buy	+239	New	+$11.7K	0.01%	302

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Cassady Schiller Wealth Management's CAH Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Cardinal Health (CAH) stake by 7.7% in Q4 2024, buying an estimated $2.1K and bringing the position to 253 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #250.

Cassady Schiller Wealth Management first reported a position in CAH in Q4 2021 and has held it in 10 quarters since. 1,097 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

Cassady Schiller Wealth Management held 253 shares of Cardinal Health worth $29.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 18 Cardinal Health shares in Q4 2024, an estimated $2.1K.
Cardinal Health made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #250 holding.
Cassady Schiller Wealth Management first reported a position in Cardinal Health in Q4 2021 and has held it in 10 quarters since.
1,097 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.