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TrinityPoint Wealth’s Cardinal Health CAH Stock Holding History

TrinityPoint 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
2024
Q4 		$1.95M Sell
16,496
-22
-0.1% -$2.57K 0.27% 86
2024
Q3 		$1.83M Buy
+16,518
New +$1.73M 0.26% 95

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

TrinityPoint Wealth's CAH Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Cardinal Health (CAH) stake by 0.13% in Q4 2024, selling an estimated $2.57K and leaving 16,496 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #86.

TrinityPoint Wealth first reported a position in CAH in Q3 2024 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • TrinityPoint Wealth held 16,496 shares of Cardinal Health worth $1.95M as of Q4 2024.
  • TrinityPoint Wealth sold 22 Cardinal Health shares in Q4 2024, an estimated $2.57K.
  • Cardinal Health made up 0.27% of TrinityPoint Wealth's portfolio in Q4 2024, its #86 holding.
  • TrinityPoint Wealth first reported a position in Cardinal Health in Q3 2024 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.