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Brass Tax Wealth Management’s Chemed CHE Stock Holding History

Brass Tax 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
-400
Closed -$246K – 229
2025
Q1 		$246K Hold
400
– – 0.05% 181
2024
Q4 		$212K Hold
400
– – 0.04% 196
2024
Q3 		$240K Hold
400
– – 0.05% 175
2024
Q2 		$217K Hold
400
– – 0.09% 132
2024
Q1 		$257K Buy
+400
New +$243K 0.13% 94

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 $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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 $70.5B AUM 36% 1-Year Est. Return

Brass Tax Wealth Management's CHE Position: Q2 2025 in Review

Brass Tax Wealth Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 400 shares — an estimated $246K sold.

Brass Tax Wealth Management first reported a position in CHE in Q1 2024 and held it in 5 quarters. The position peaked at $257K in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Brass Tax Wealth Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Brass Tax Wealth Management sold 400 Chemed shares in Q2 2025, an estimated $246K.
  • Brass Tax Wealth Management first reported a position in Chemed in Q1 2024 and held it in 5 quarters.
  • Brass Tax Wealth Management's Chemed position peaked at $257K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Brass Tax Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.