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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuWe’re selling 25 shares of Cardinal Health at roughly $274 each. Following Tuesady’s trade, Jim Cramer’s Charitable Trust will own 350 shares of CAH, reducing its weighting in the portfolio to 2.5% from 2.68%. We’re taking off more of our Cardinal Health position as shares of this healthcare distributor continue to outperform in another rocky market day. We also trimmed it last Thursday around this price after the stock rallied on another strong beat-and-raise quarter , bucking the broader market weakness. We continue to like Cardinal Health for the long term because of its consistent double-digit percentage earnings per share (EPS) growth and limited exposure to the broader economy. Management has a great track record of allocating capital, especially through acquiring faster-growing, higher-margin businesses that complement its legacy distribution operations. We expect the company will keep running its M & A playbook throughout the fiscal year, further supporting long-term earnings growth. CAH YTD mountain Cardinal Health YTD However, shares are now up about 23% since the end of September, compared with a roughly 2% decline in the S & P 500 , as investors rotated into healthcare and out of AI stocks. This sale will lock in more of that outperformance. We will realize a gain of around 24% on stock purchased in March 2026. Jim Cramer said Friday at our Annual Meeting that parabolic moves higher should be taken advantage of. (Jim Cramer’s Charitable Trust is long CAH. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.Read More