Avantax Advisory Services’s Chemed CHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$707K Buy
1,451
+9
+0.6% +$5.13K ﹤0.01% 1373
2025
Q1
$887K Buy
1,442
+88
+6% +$50K 0.01% 1160
2024
Q4
$717K Buy
1,354
+11
+0.8% +$6.2K ﹤0.01% 1225
2024
Q3
$807K Buy
1,343
+54
+4% +$30.6K 0.01% 1135
2024
Q2
$700K Buy
+1,289
New +$738K 0.01% 1167
2023
Q3
Sell
-374
Closed -$203K 1558
2023
Q2
$203K Sell
374
-45
-11% -$24.6K ﹤0.01% 1397
2023
Q1
$225K Buy
+419
New +$214K ﹤0.01% 1302

Other funds holding CHE

Avantax Advisory Services's CHE Position: Q2 2025 in Review

Avantax Advisory Services increased its Chemed (CHE) stake by 0.62% in Q2 2025, buying an estimated $5.13K and bringing the position to 1,451 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Avantax Advisory Services first reported a position in CHE in Q1 2023 and has held it in 7 quarters since. The position peaked at $887K in Q1 2025. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Avantax Advisory Services held 1,451 shares of Chemed worth $707K as of Q2 2025.
  • Avantax Advisory Services bought 9 Chemed shares in Q2 2025, an estimated $5.13K.
  • Chemed made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1373 holding.
  • Avantax Advisory Services first reported a position in Chemed in Q1 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's Chemed position peaked at $887K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.