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Elevate Capital Advisors’s Chemed CHE Stock Holding History

Elevate Capital Advisors’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
-1,887
Closed -$919K – 76
2025
Q2 		$919K Sell
1,887
-311
-14% -$177K 0.73% 53
2025
Q1 		$1.35M Buy
2,198
+111
+5% +$63.1K 1.25% 40
2024
Q4 		$1.11M Buy
+2,087
New +$1.18M 0.97% 47

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 $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Elevate Capital Advisors's CHE Position: Q3 2025 in Review

Elevate Capital Advisors sold out of Chemed (CHE) in Q3 2025, closing a stake of 1,887 shares — an estimated $919K sold.

Elevate Capital Advisors first reported a position in CHE in Q4 2024 and held it in 3 quarters. The position peaked at $1.35M in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Elevate Capital Advisors reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 1,887 Chemed shares in Q3 2025, an estimated $919K.
  • Elevate Capital Advisors first reported a position in Chemed in Q4 2024 and held it in 3 quarters.
  • Elevate Capital Advisors's Chemed position peaked at $1.35M in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Elevate Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.