Carson Wealth (CWM LLC)’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
4,530
+446
| +11% | +$191K | ﹤0.01% | 1266 |
|
|
2025
Q4 | $1.75M | Buy |
4,084
+1,914
| +88% | +$833K | ﹤0.01% | 1204 |
|
|
2025
Q3 | $972K | Buy |
2,170
+286
| +15% | +$130K | ﹤0.01% | 1426 |
|
|
2025
Q2 | $917K | Buy |
1,884
+1,463
| +348% | +$834K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $259K | Buy |
421
+36
| +9% | +$20.5K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $204K | Sell |
385
-100
| -21% | -$56.4K | ﹤0.01% | 1809 |
|
|
2024
Q3 | $291K | Buy |
485
+88
| +22% | +$49.9K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $215K | Buy |
397
+62
| +19% | +$35.5K | ﹤0.01% | 1551 |
|
|
2024
Q1 | $215K | Buy |
335
+26
| +8% | +$15.8K | ﹤0.01% | 1483 |
|
|
2023
Q4 | $181K | Sell |
309
-55
| -15% | -$30.8K | ﹤0.01% | 1464 |
|
|
2023
Q3 | $189K | Buy |
364
+11
| +3% | +$5.72K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $191K | Buy |
353
+27
| +8% | +$14.8K | ﹤0.01% | 1272 |
|
|
2023
Q1 | $175K | Buy |
326
+6
| +2% | +$3.06K | ﹤0.01% | 1249 |
|
|
2022
Q4 | $163K | Sell |
320
-10
| -3% | -$4.87K | ﹤0.01% | 1177 |
|
|
2022
Q3 | $144K | Buy |
330
+28
| +9% | +$13.5K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $142K | Sell |
302
-3
| -1% | -$1.46K | ﹤0.01% | 1175 |
|
|
2022
Q1 | $154K | Buy |
305
+27
| +10% | +$12.9K | ﹤0.01% | 1153 |
|
|
2021
Q4 | $147K | Buy |
+278
| New | +$133K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q4 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q3 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2020
Q1 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q4 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q3 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q2 | $109K | Hold |
229
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q1 | $109K | Buy |
229
+227
| +11,350% | +$69.7K | ﹤0.01% | 1102 |
|
|
2018
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 1856 |
|
|
2018
Q3 | $1K | Buy |
+2
| New | +$637 | ﹤0.01% | 1626 |
|
|
2014
Q3 | – | Sell |
-3,891
| Closed | -$365K | – | 181 |
|
|
2014
Q2 | $365K | Buy |
+3,891
| New | +$345K | 0.07% | 134 |
|
Other funds holding CHE
VPM
VCM
Carson Wealth (CWM LLC)'s CHE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Chemed (CHE) stake by 11% in Q1 2026, buying an estimated $191K and bringing the position to 4,530 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.
Carson Wealth (CWM LLC) first reported a position in CHE in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.75M in Q4 2025. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,530 shares of Chemed worth $1.71M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 446 Chemed shares in Q1 2026, an estimated $191K.
- Chemed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1266 holding.
- Carson Wealth (CWM LLC) first reported a position in Chemed in Q2 2014 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Chemed position peaked at $1.75M in Q4 2025.
- 491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.