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Transform Wealth’s Cardinal Health CAH Stock Holding History

Transform Wealth’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 		$2.44M Buy
17,715
+7,591
+75% +$968K 0.15% 106
2024
Q4 		$1.2M Buy
+10,124
New +$1.18M 0.07% 137
2024
Q3 		– Sell
-25,912
Closed -$2.55M – 219
2024
Q2 		$2.55M Sell
25,912
-747
-3% -$76.1K 0.19% 86
2024
Q1 		$3M Buy
26,659
+685
+3% +$73.9K 0.28% 82
2023
Q4 		$2.63M Buy
25,974
+467
+2% +$46.3K 0.26% 98
2023
Q3 		$2.21M Buy
+25,507
New +$2.31M 0.23% 99

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

Transform Wealth's CAH Position: Q1 2025 in Review

Transform Wealth increased its Cardinal Health (CAH) stake by 75% in Q1 2025, buying an estimated $968K and bringing the position to 17,715 shares worth $2.44M. The position accounts for 0.15% of the portfolio, ranked #106.

Transform Wealth first reported a position in CAH in Q3 2023 and has held it in 6 quarters since. The position peaked at $3M in Q1 2024. 1,149 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

  • Transform Wealth held 17,715 shares of Cardinal Health worth $2.44M as of Q1 2025.
  • Transform Wealth bought 7,591 Cardinal Health shares in Q1 2025, an estimated $968K.
  • Cardinal Health made up 0.15% of Transform Wealth's portfolio in Q1 2025, its #106 holding.
  • Transform Wealth first reported a position in Cardinal Health in Q3 2023 and has held it in 6 quarters since.
  • Transform Wealth's Cardinal Health position peaked at $3M in Q1 2024.
  • 1,149 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.