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Schechter Investment Advisors’s Cardinal Health CAH Stock Holding History

Schechter Investment 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 		$265K Sell
1,926
-4
-0.2% -$510 0.02% 495
2024
Q4 		$228K Sell
1,930
-71
-4% -$8.29K 0.02% 546
2024
Q3 		$221K Sell
2,001
-350
-15% -$36.6K 0.02% 567
2024
Q2 		$231K Sell
2,351
-146
-6% -$14.9K 0.02% 530
2024
Q1 		$279K Buy
2,497
+17
+0.7% +$1.83K 0.02% 509
2023
Q4 		$250K Buy
2,480
+98
+4% +$9.72K 0.02% 504
2023
Q3 		$207K Buy
+2,382
New +$215K 0.02% 541

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Schechter Investment Advisors's CAH Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cardinal Health (CAH) stake by 0.21% in Q1 2025, selling an estimated $510 and leaving 1,926 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #495.

Schechter Investment Advisors first reported a position in CAH in Q3 2023 and has held it in 7 quarters since. The position peaked at $279K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

  • Schechter Investment Advisors held 1,926 shares of Cardinal Health worth $265K as of Q1 2025.
  • Schechter Investment Advisors sold 4 Cardinal Health shares in Q1 2025, an estimated $510.
  • Cardinal Health made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #495 holding.
  • Schechter Investment Advisors first reported a position in Cardinal Health in Q3 2023 and has held it in 7 quarters since.
  • Schechter Investment Advisors's Cardinal Health position peaked at $279K in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.