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Caprock Group’s Chemed CHE Stock Holding History

Caprock Group’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
Q4 		– Sell
-1,399
Closed -$641K – 1215
2025
Q3 		$641K Buy
+1,399
New +$634K 0.02% 718
2025
Q1 		$361K Sell
586
-71
-11% -$40.4K 0.01% 826
2024
Q4 		$348K Buy
657
+11
+2% +$6.2K 0.01% 746
2024
Q3 		$388K Sell
646
-121
-16% -$68.6K 0.01% 640
2024
Q2 		$416K Buy
+767
New +$439K 0.02% 593

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Caprock Group's CHE Position: Q4 2025 in Review

Caprock Group sold out of Chemed (CHE) in Q4 2025, closing a stake of 1,399 shares — an estimated $641K sold.

Caprock Group first reported a position in CHE in Q2 2024 and held it in 5 quarters. The position peaked at $641K in Q3 2025. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Caprock Group reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Caprock Group sold 1,399 Chemed shares in Q4 2025, an estimated $641K.
  • Caprock Group first reported a position in Chemed in Q2 2024 and held it in 5 quarters.
  • Caprock Group's Chemed position peaked at $641K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.