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National Wealth Management Group’s Cardinal Health CAH Stock Holding History

National Wealth Management Group’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
Q4 		– Sell
-8,166
Closed -$903K – 152
2024
Q3 		$903K Buy
+8,166
New +$854K 0.61% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

National Wealth Management Group's CAH Position: Q4 2024 in Review

National Wealth Management Group sold out of Cardinal Health (CAH) in Q4 2024, closing a stake of 8,166 shares — an estimated $903K sold.

National Wealth Management Group first reported a position in CAH in Q3 2024 and held it in 1 quarter. The position peaked at $903K in Q3 2024. 1,097 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • National Wealth Management Group reported no remaining Cardinal Health position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 8,166 Cardinal Health shares in Q4 2024, an estimated $903K.
  • National Wealth Management Group first reported a position in Cardinal Health in Q3 2024 and held it in 1 quarter.
  • National Wealth Management Group's Cardinal Health position peaked at $903K in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.