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Congress Wealth Management’s Cardinal Health CAH Stock Holding History

Congress 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 		$3.13M Buy
18,656
+10,565
+131% +$1.57M 0.03% 481
2025
Q1 		$1.11M Buy
8,091
+194
+2% +$24.7K 0.01% 611
2024
Q4 		$934K Sell
7,897
-7,561
-49% -$883K 0.01% 531
2024
Q3 		$1.71M Buy
15,458
+1,871
+14% +$196K 0.02% 448
2024
Q2 		$1.34M Buy
+13,587
New +$1.38M 0.02% 393

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Cardinal Health (CAH) stake by 131% in Q2 2025, buying an estimated $1.57M and bringing the position to 18,656 shares worth $3.13M. The position accounts for 0.03% of the portfolio, ranked #481.

Congress Wealth Management first reported a position in CAH in Q2 2024 and has held it in 5 quarters since. 1,254 funds tracked by Wall St. Rank hold CAH as of Q2 2025.

  • Congress Wealth Management held 18,656 shares of Cardinal Health worth $3.13M as of Q2 2025.
  • Congress Wealth Management bought 10,565 Cardinal Health shares in Q2 2025, an estimated $1.57M.
  • Cardinal Health made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #481 holding.
  • Congress Wealth Management first reported a position in Cardinal Health in Q2 2024 and has held it in 5 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.