AdvisorShares Investments’s Chemed CHE Stock Holding History

AdvisorShares Investments’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	-959	Closed	-$467K	–	307
2025 Q2	$467K	Buy	959 +89	+10%	+$50.7K	0.08%	155
2025 Q1	$538K	Buy	+870	New	+$494K	0.11%	97
2023 Q1	–	Sell	-1,825	Closed	-$932K	–	294
2022 Q4	$932K	Buy	+1,825	New	+$888K	0.26%	59
2022 Q3	–	Sell	-1,607	Closed	-$754K	–	318
2022 Q2	$754K	Buy	+1,607	New	+$784K	0.21%	57

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

AdvisorShares Investments's CHE Position: Q3 2025 in Review

AdvisorShares Investments sold out of Chemed (CHE) in Q3 2025, closing a stake of 959 shares — an estimated $467K sold.

AdvisorShares Investments first reported a position in CHE in Q2 2022 and held it in 4 quarters. The position peaked at $932K in Q4 2022. 522 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

AdvisorShares Investments reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
AdvisorShares Investments sold 959 Chemed shares in Q3 2025, an estimated $467K.
AdvisorShares Investments first reported a position in Chemed in Q2 2022 and held it in 4 quarters.
AdvisorShares Investments's Chemed position peaked at $932K in Q4 2022.
522 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on AdvisorShares Investments's 13F filing for Q3 2025, filed 5 Nov 2025.