Envestnet Portfolio Solutions
CHE icon

Envestnet Portfolio Solutions’s Chemed CHE Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-680
Closed -$305K – 1498
2025
Q3 		$305K Sell
680
-140
-17% -$63.4K ﹤0.01% 1236
2025
Q2 		$399K Sell
820
-97
-11% -$55.3K ﹤0.01% 1203
2025
Q1 		$564K Sell
917
-351
-28% -$200K ﹤0.01% 995
2024
Q4 		$672K Sell
1,268
-33
-3% -$18.6K ﹤0.01% 1097
2024
Q3 		$782K Sell
1,301
-6
-0.5% -$3.4K ﹤0.01% 991
2024
Q2 		$709K Sell
1,307
-33
-2% -$18.9K ﹤0.01% 988
2024
Q1 		$860K Sell
1,340
-6
-0.4% -$3.65K ﹤0.01% 890
2023
Q4 		$787K Buy
1,346
+116
+9% +$64.9K ﹤0.01% 867
2023
Q3 		$639K Buy
+1,230
New +$639K ﹤0.01% 891

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Envestnet Portfolio Solutions's CHE Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Chemed (CHE) in Q4 2025, closing a stake of 680 shares — an estimated $305K sold.

Envestnet Portfolio Solutions first reported a position in CHE in Q3 2023 and held it in 9 quarters. The position peaked at $860K in Q1 2024. 517 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 680 Chemed shares in Q4 2025, an estimated $305K.
  • Envestnet Portfolio Solutions first reported a position in Chemed in Q3 2023 and held it in 9 quarters.
  • Envestnet Portfolio Solutions's Chemed position peaked at $860K in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.