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Carolinas Wealth Consulting’s Chemed CHE Stock Holding History

Carolinas Wealth Consulting’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
-4
Closed -$2.38K – 155
2025
Q1 		$2.38K Sell
4
-9
-69% -$5.12K ﹤0.01% 764
2024
Q4 		$6.51K Buy
13
+1
+8% +$564 ﹤0.01% 597
2024
Q3 		$6.8K Hold
12
– – ﹤0.01% 620
2024
Q2 		$6.17K Buy
12
+10
+500% +$5.73K ﹤0.01% 619
2024
Q1 		$1.2K Buy
+2
New +$1.22K ﹤0.01% 868

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 $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Carolinas Wealth Consulting's CHE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Chemed (CHE) in Q2 2025, closing a stake of 4 shares — an estimated $2.38K sold.

Carolinas Wealth Consulting first reported a position in CHE in Q1 2024 and held it in 5 quarters. The position peaked at $6.8K in Q3 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 Chemed shares in Q2 2025, an estimated $2.38K.
  • Carolinas Wealth Consulting first reported a position in Chemed in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Chemed position peaked at $6.8K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.