Wingate Wealth Advisors’s Cardinal Health CAH Stock Holding History

Wingate 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	-194	Closed	-$22.9K	–	144
2024 Q4	$22.9K	Buy	+194	New	+$22.6K	0.02%	272

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wingate Wealth Advisors's CAH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Cardinal Health (CAH) in Q1 2025, closing a stake of 194 shares — an estimated $22.9K sold.

Wingate Wealth Advisors first reported a position in CAH in Q4 2024 and held it in 1 quarter. The position peaked at $22.9K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

Wingate Wealth Advisors reported no remaining Cardinal Health position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 194 Cardinal Health shares in Q1 2025, an estimated $22.9K.
Wingate Wealth Advisors first reported a position in Cardinal Health in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Cardinal Health position peaked at $22.9K in Q4 2024.
1,148 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.