Private Wealth Strategies’s Cardinal Health CAH Stock Holding History

Private Wealth Strategies’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	$782K	Buy	7,950 +351	+5%	+$35.8K	0.16%	31
2024 Q1	$850K	Hold	7,599	–	–	0.18%	26
2023 Q4	$766K	Buy	7,599 +209	+3%	+$20.7K	0.17%	30
2023 Q3	$642K	Hold	7,390	–	–	0.16%	30
2023 Q2	$699K	Hold	7,390	–	–	0.17%	32
2023 Q1	$558K	Hold	7,390	–	–	0.14%	42
2022 Q4	$568K	Hold	7,390	–	–	0.15%	39
2022 Q3	$493K	Hold	7,390	–	–	0.14%	38
2022 Q2	$386K	Hold	7,390	–	–	0.11%	60
2022 Q1	$419K	Sell	7,390 -3,976	-35%	-$213K	0.1%	59
2021 Q4	$586K	Hold	11,366	–	–	0.14%	50
2021 Q3	$563K	Buy	11,366 +3,976	+54%	+$216K	0.14%	51
2021 Q2	$422K	Hold	7,390	–	–	0.11%	54
2021 Q1	$449K	Hold	7,390	–	–	0.12%	56
2020 Q4	$396K	Hold	7,390	–	–	0.12%	57
2020 Q3	$347K	Hold	7,390	–	–	0.12%	57
2020 Q2	$386K	Hold	7,390	–	–	0.17%	45
2020 Q1	$354K	Hold	7,390	–	–	0.18%	50
2019 Q4	$374K	Buy	+7,390	New	+$382K	0.15%	54

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

Private Wealth Strategies's CAH Position: Q2 2024 in Review

Private Wealth Strategies increased its Cardinal Health (CAH) stake by 4.6% in Q2 2024, buying an estimated $35.8K and bringing the position to 7,950 shares worth $782K. The position accounts for 0.16% of the portfolio, ranked #31.

Private Wealth Strategies first reported a position in CAH in Q4 2019 and has held it in 19 quarters since. The position peaked at $850K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold CAH as of Q2 2024.

Private Wealth Strategies held 7,950 shares of Cardinal Health worth $782K as of Q2 2024.
Private Wealth Strategies bought 351 Cardinal Health shares in Q2 2024, an estimated $35.8K.
Cardinal Health made up 0.16% of Private Wealth Strategies's portfolio in Q2 2024, its #31 holding.
Private Wealth Strategies first reported a position in Cardinal Health in Q4 2019 and has held it in 19 quarters since.
Private Wealth Strategies's Cardinal Health position peaked at $850K in Q1 2024.
1,009 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.