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Centricity Wealth Management’s Cardinal Health CAH Stock Holding History

Centricity 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
2025
Q2 		$27.6K Hold
164
– – 0.02% 223
2025
Q1 		$22.6K Hold
164
– – 0.02% 240
2024
Q4 		$19.4K Buy
+164
New +$19.1K 0.02% 255

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Centricity Wealth Management's CAH Position: Q2 2025 in Review

Centricity Wealth Management held its Cardinal Health (CAH) position steady in Q2 2025 at 164 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #223.

Centricity Wealth Management first reported a position in CAH in Q4 2024 and has held it in 3 quarters since. 1,254 funds tracked by Wall St. Rank hold CAH as of Q2 2025.

  • Centricity Wealth Management held 164 shares of Cardinal Health worth $27.6K as of Q2 2025.
  • Centricity Wealth Management left its Cardinal Health share count unchanged in Q2 2025.
  • Cardinal Health made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #223 holding.
  • Centricity Wealth Management first reported a position in Cardinal Health in Q4 2024 and has held it in 3 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.