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Pacific Capital Wealth Advisors’s Cardinal Health CAH Stock Holding History

Pacific Capital Wealth Advisors’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
Q1 		– Sell
-626
Closed -$74K – 128
2024
Q4 		$74K Hold
626
– – 0.01% 125
2024
Q3 		$69.2K Hold
626
– – 0.01% 134
2024
Q2 		$61.5K Hold
626
– – 0.01% 139
2024
Q1 		$70K Hold
626
– – 0.02% 111
2023
Q4 		$63.1K Buy
+626
New +$62.1K 0.02% 115
2020
Q4 		– Sell
-729
Closed -$34K – 86
2020
Q3 		$34K Buy
+729
New +$37.4K 0.02% 121

Other funds holding CAH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Pacific Capital Wealth Advisors's CAH Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2025, closing a stake of 626 shares — an estimated $74K sold.

Pacific Capital Wealth Advisors first reported a position in CAH in Q3 2020 and held it in 6 quarters. The position peaked at $74K in Q4 2024. 1,151 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Cardinal Health position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 626 Cardinal Health shares in Q1 2025, an estimated $74K.
  • Pacific Capital Wealth Advisors first reported a position in Cardinal Health in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Cardinal Health position peaked at $74K in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.