AWM
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Axxcess Wealth Management’s Chemed CHE Stock Holding History

Axxcess Wealth Management’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
Q2 		– Sell
-393
Closed -$242K – 887
2025
Q1 		$242K Buy
393
+11
+3% +$6.25K 0.01% 759
2024
Q4 		$202K Sell
382
-3
-0.8% -$1.69K ﹤0.01% 818
2024
Q3 		$231K Sell
385
-10
-3% -$5.67K 0.01% 786
2024
Q2 		$214K Sell
395
-6
-1% -$3.44K 0.01% 776
2024
Q1 		$257K Hold
401
– – 0.01% 718
2023
Q4 		$235K Sell
401
-639
-61% -$358K 0.01% 732
2023
Q3 		$541K Buy
1,040
+159
+18% +$82.7K 0.02% 450
2023
Q2 		$477K Sell
881
-1,237
-58% -$676K 0.03% 360
2023
Q1 		$1.14M Buy
2,118
+372
+21% +$190K 0.09% 207
2022
Q4 		$891K Buy
+1,746
New +$850K 0.07% 243
2022
Q2 		– Sell
-488
Closed -$247K – 559
2022
Q1 		$247K Sell
488
-31
-6% -$14.9K 0.02% 528
2021
Q4 		$275K Buy
+519
New +$249K 0.02% 502

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Axxcess Wealth Management's CHE Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 393 shares — an estimated $242K sold.

Axxcess Wealth Management first reported a position in CHE in Q4 2021 and held it in 12 quarters. The position peaked at $1.14M in Q1 2023. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 393 Chemed shares in Q2 2025, an estimated $242K.
  • Axxcess Wealth Management first reported a position in Chemed in Q4 2021 and held it in 12 quarters.
  • Axxcess Wealth Management's Chemed position peaked at $1.14M in Q1 2023.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.