XY Planning Network’s Cardinal Health CAH Stock Holding History

XY Planning Network’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	-2,563	Closed	-$303K	–	104
2024 Q4	$303K	Buy	+2,563	New	+$299K	0.23%	74

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

XY Planning Network's CAH Position: Q1 2025 in Review

XY Planning Network sold out of Cardinal Health (CAH) in Q1 2025, closing a stake of 2,563 shares — an estimated $303K sold.

XY Planning Network first reported a position in CAH in Q4 2024 and held it in 1 quarter. The position peaked at $303K in Q4 2024. 1,148 funds tracked by Wall St. Rank hold CAH as of Q1 2025.

XY Planning Network reported no remaining Cardinal Health position as of Q1 2025 after selling out during the quarter.
XY Planning Network sold 2,563 Cardinal Health shares in Q1 2025, an estimated $303K.
XY Planning Network first reported a position in Cardinal Health in Q4 2024 and held it in 1 quarter.
XY Planning Network's Cardinal Health position peaked at $303K in Q4 2024.
1,148 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2025.

Based on XY Planning Network's 13F filing for Q1 2025, filed 22 Apr 2025.