Eads & Heald Wealth Management’s Chemed CHE Stock Holding History

Eads & Heald 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 Q3	–	Sell	-561	Closed	-$273K	–	141
2025 Q2	$273K	Sell	561 -5	-0.9%	-$2.85K	0.13%	127
2025 Q1	$348K	Hold	566	–	–	0.18%	120
2024 Q4	$300K	Hold	566	–	–	0.15%	124
2024 Q3	$340K	Hold	566	–	–	0.16%	121
2024 Q2	$307K	Hold	566	–	–	0.15%	123
2024 Q1	$363K	Hold	566	–	–	0.17%	119
2023 Q4	$331K	Hold	566	–	–	0.16%	120
2023 Q3	$294K	Hold	566	–	–	0.15%	122
2023 Q2	$307K	Buy	+566	New	+$309K	0.15%	122

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Eads & Heald Wealth Management's CHE Position: Q3 2025 in Review

Eads & Heald Wealth Management sold out of Chemed (CHE) in Q3 2025, closing a stake of 561 shares — an estimated $273K sold.

Eads & Heald Wealth Management first reported a position in CHE in Q2 2023 and held it in 9 quarters. The position peaked at $363K in Q1 2024. 522 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

Eads & Heald Wealth Management reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
Eads & Heald Wealth Management sold 561 Chemed shares in Q3 2025, an estimated $273K.
Eads & Heald Wealth Management first reported a position in Chemed in Q2 2023 and held it in 9 quarters.
Eads & Heald Wealth Management's Chemed position peaked at $363K in Q1 2024.
522 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.