CFC Planning Company’s Chemed CHE Stock Holding History

CFC Planning Company’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	-361	Closed	-$222K	–	96
2025 Q1	$222K	Buy	+361	New	+$205K	0.24%	68

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

CFC Planning Company's CHE Position: Q2 2025 in Review

CFC Planning Company sold out of Chemed (CHE) in Q2 2025, closing a stake of 361 shares — an estimated $222K sold.

CFC Planning Company first reported a position in CHE in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

CFC Planning Company reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
CFC Planning Company sold 361 Chemed shares in Q2 2025, an estimated $222K.
CFC Planning Company first reported a position in Chemed in Q1 2025 and held it in 1 quarter.
CFC Planning Company's Chemed position peaked at $222K in Q1 2025.
537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on CFC Planning Company's 13F filing for Q2 2025, filed 12 Aug 2025.