IMA
CAH icon

Investment Management Associates’s Cardinal Health CAH Stock Holding History

Investment Management Associates’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
Q3 		– Sell
-4,357
Closed -$732K – 32
2025
Q2 		$732K Sell
4,357
-3,040
-41% -$451K 0.25% 22
2025
Q1 		$1.02M Buy
7,397
+343
+5% +$43.7K 0.42% 18
2024
Q4 		$834K Sell
7,054
-403
-5% -$47K 0.36% 19
2024
Q3 		$824K Sell
7,457
-9,486
-56% -$992K 0.32% 23
2024
Q2 		$1.67M Sell
16,943
-588
-3% -$59.9K 0.57% 21
2024
Q1 		$1.96M Hold
17,531
– – 0.68% 22
2023
Q4 		$1.77M Sell
17,531
-4,726
-21% -$469K 0.68% 25
2023
Q3 		$1.93M Hold
22,257
– – 0.81% 23
2023
Q2 		$2.1M Hold
22,257
– – 0.77% 26
2023
Q1 		$1.68M Sell
22,257
-250
-1% -$18.9K 0.69% 25
2022
Q4 		$1.73M Sell
22,507
-272
-1% -$20.7K 0.72% 26
2022
Q3 		$1.52M Sell
22,779
-220
-1% -$13.9K 0.71% 26
2022
Q2 		$1.37M Buy
22,999
+40
+0.2% +$2.27K 0.59% 27
2022
Q1 		$1.3M Sell
22,959
-597
-3% -$32K 0.58% 30
2021
Q4 		$1.21M Sell
23,556
-19,808
-46% -$972K 0.55% 35
2021
Q3 		$2.15M Sell
43,364
-44,904
-51% -$2.44M 1.12% 27
2021
Q2 		$5.04M Buy
88,268
+16,822
+24% +$983K 2.62% 15
2021
Q1 		$4.34M Buy
71,446
+29,608
+71% +$1.63M 2.53% 15
2020
Q4 		$2.24M Buy
+41,838
New +$2.17M 1.67% 21

Other funds holding CAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Investment Management Associates's CAH Position: Q3 2025 in Review

Investment Management Associates sold out of Cardinal Health (CAH) in Q3 2025, closing a stake of 4,357 shares — an estimated $732K sold.

Investment Management Associates first reported a position in CAH in Q4 2020 and held it in 19 quarters. The position peaked at $5.04M in Q2 2021. 1,222 funds tracked by Wall St. Rank hold CAH as of Q3 2025.

  • Investment Management Associates reported no remaining Cardinal Health position as of Q3 2025 after selling out during the quarter.
  • Investment Management Associates sold 4,357 Cardinal Health shares in Q3 2025, an estimated $732K.
  • Investment Management Associates first reported a position in Cardinal Health in Q4 2020 and held it in 19 quarters.
  • Investment Management Associates's Cardinal Health position peaked at $5.04M in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held Cardinal Health as of Q3 2025.

Based on Investment Management Associates's 13F filing for Q3 2025, filed 6 Nov 2025.