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Independent Solutions Wealth Management’s Cardinal Health CAH Stock Holding History

Independent Solutions 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
Q1 		– Sell
-2,366
Closed -$238K – 173
2023
Q4 		$238K Sell
2,366
-2,107
-47% -$209K 0.06% 154
2023
Q3 		$388K Buy
4,473
+1,428
+47% +$129K 0.1% 144
2023
Q2 		$288K Buy
+3,045
New +$257K 0.07% 176
2022
Q2 		– Sell
-8,593
Closed -$487K – 223
2022
Q1 		$487K Sell
8,593
-261
-3% -$14K 0.11% 138
2021
Q4 		$456K Sell
8,854
-854
-9% -$41.9K 0.11% 145
2021
Q3 		$480K Buy
+9,708
New +$527K 0.12% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Solutions Wealth Management's CAH Position: Q1 2024 in Review

Independent Solutions Wealth Management sold out of Cardinal Health (CAH) in Q1 2024, closing a stake of 2,366 shares — an estimated $238K sold.

Independent Solutions Wealth Management first reported a position in CAH in Q3 2021 and held it in 6 quarters. The position peaked at $487K in Q1 2022. 1,057 funds tracked by Wall St. Rank hold CAH as of Q1 2024.

  • Independent Solutions Wealth Management reported no remaining Cardinal Health position as of Q1 2024 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,366 Cardinal Health shares in Q1 2024, an estimated $238K.
  • Independent Solutions Wealth Management first reported a position in Cardinal Health in Q3 2021 and held it in 6 quarters.
  • Independent Solutions Wealth Management's Cardinal Health position peaked at $487K in Q1 2022.
  • 1,057 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2024, filed 19 Dec 2024.