AO
CHE icon

Advisor OS’s Chemed CHE Stock Holding History

Advisor OS’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-473
Closed -$230K – 482
2025
Q2 		$230K Sell
473
-29
-6% -$16.5K 0.02% 404
2025
Q1 		$309K Sell
502
-40
-7% -$22.7K 0.04% 319
2024
Q4 		$287K Sell
542
-528
-49% -$298K 0.03% 332
2024
Q3 		$643K Sell
1,070
-491
-31% -$278K 0.06% 221
2024
Q2 		$847K Sell
1,561
-3,237
-67% -$1.85M 0.09% 179
2024
Q1 		$3.08M Sell
4,798
-18
-0.4% -$10.9K 0.35% 52
2023
Q4 		$2.82M Sell
4,816
-496
-9% -$278K 0.37% 42
2023
Q3 		$2.76M Buy
5,312
+2,711
+104% +$1.41M 0.41% 43
2023
Q2 		$1.41M Buy
2,601
+1,246
+92% +$681K 0.23% 81
2023
Q1 		$729K Buy
1,355
+83
+7% +$42.3K 0.18% 136
2022
Q4 		$649K Buy
1,272
+68
+6% +$33.1K 0.17% 130
2022
Q3 		$526K Buy
1,204
+3
+0.2% +$1.44K 0.16% 130
2022
Q2 		$564K Buy
1,201
+108
+10% +$52.7K 0.16% 131
2022
Q1 		$554K Buy
1,093
+134
+14% +$64.3K 0.16% 135
2021
Q4 		$507K Buy
959
+103
+12% +$49.5K 0.1% 165
2021
Q3 		$397K Buy
856
+133
+18% +$62.7K 0.09% 176
2021
Q2 		$343K Buy
+723
New +$347K 0.07% 178

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Advisor OS's CHE Position: Q3 2025 in Review

Advisor OS sold out of Chemed (CHE) in Q3 2025, closing a stake of 473 shares — an estimated $230K sold.

Advisor OS first reported a position in CHE in Q2 2021 and held it in 17 quarters. The position peaked at $3.08M in Q1 2024. 522 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Advisor OS reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 473 Chemed shares in Q3 2025, an estimated $230K.
  • Advisor OS first reported a position in Chemed in Q2 2021 and held it in 17 quarters.
  • Advisor OS's Chemed position peaked at $3.08M in Q1 2024.
  • 522 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.