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WR Wealth Planners’s Cardinal Health CAH Stock Holding History

WR Wealth Planners’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 		$158K Buy
1,335
+39
+3% +$4.55K 0.05% 180
2024
Q3 		$143K Buy
1,296
+18
+1% +$1.88K 0.04% 227
2024
Q2 		$126K Sell
1,278
-78
-6% -$7.95K 0.04% 224
2024
Q1 		$152K Buy
+1,356
New +$146K 0.05% 209
2023
Q4 		– Sell
-1,328
Closed -$115K – 272
2023
Q3 		$115K Sell
1,328
-45
-3% -$4.07K 0.04% 217
2023
Q2 		$130K Buy
1,373
+15
+1% +$1.27K 0.05% 214
2023
Q1 		$102K Buy
+1,358
New +$102K 0.04% 233

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

WR Wealth Planners's CAH Position: Q4 2024 in Review

WR Wealth Planners increased its Cardinal Health (CAH) stake by 3% in Q4 2024, buying an estimated $4.55K and bringing the position to 1,335 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #180.

WR Wealth Planners first reported a position in CAH in Q1 2023 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold CAH as of Q4 2024.

  • WR Wealth Planners held 1,335 shares of Cardinal Health worth $158K as of Q4 2024.
  • WR Wealth Planners bought 39 Cardinal Health shares in Q4 2024, an estimated $4.55K.
  • Cardinal Health made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #180 holding.
  • WR Wealth Planners first reported a position in Cardinal Health in Q1 2023 and has held it in 7 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Cardinal Health as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.