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Copperwynd Financial’s Cardinal Health CAH Stock Holding History

Copperwynd Financial’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 		$324K Buy
1,929
+4
+0.2% +$594 0.08% 118
2025
Q1 		$265K Sell
1,925
-166
-8% -$21.2K 0.07% 126
2024
Q4 		$247K Sell
2,091
-110
-5% -$12.8K 0.07% 121
2024
Q3 		$243K Buy
2,201
+65
+3% +$6.8K 0.07% 130
2024
Q2 		$215K Buy
2,136
+15
+0.7% +$1.53K 0.07% 139
2024
Q1 		$237K Buy
+2,121
New +$229K 0.09% 127

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Copperwynd Financial's CAH Position: Q2 2025 in Review

Copperwynd Financial increased its Cardinal Health (CAH) stake by 0.21% in Q2 2025, buying an estimated $594 and bringing the position to 1,929 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #118.

Copperwynd Financial first reported a position in CAH in Q1 2024 and has held it in 6 quarters since. 1,254 funds tracked by Wall St. Rank hold CAH as of Q2 2025.

  • Copperwynd Financial held 1,929 shares of Cardinal Health worth $324K as of Q2 2025.
  • Copperwynd Financial bought 4 Cardinal Health shares in Q2 2025, an estimated $594.
  • Cardinal Health made up 0.08% of Copperwynd Financial's portfolio in Q2 2025, its #118 holding.
  • Copperwynd Financial first reported a position in Cardinal Health in Q1 2024 and has held it in 6 quarters since.
  • 1,254 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.