Delap Wealth Advisory’s Cardinal Health CAH Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-2,932	Closed	-$328K	–	147
2024 Q1	$328K	Buy	+2,932	New	+$316K	0.13%	134

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Delap Wealth Advisory's CAH Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Cardinal Health (CAH) in Q2 2024, closing a stake of 2,932 shares — an estimated $328K sold.

Delap Wealth Advisory first reported a position in CAH in Q1 2024 and held it in 1 quarter. The position peaked at $328K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

Delap Wealth Advisory reported no remaining Cardinal Health position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,932 Cardinal Health shares in Q2 2024, an estimated $328K.
Delap Wealth Advisory first reported a position in Cardinal Health in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Cardinal Health position peaked at $328K in Q1 2024.
1,010 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.