Farther Finance Advisors’s Chemed CHE Stock Holding History

Farther Finance 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
2026 Q1	$388K	Buy	1,027 +505	+97%	+$216K	﹤0.01%	1574
2025 Q4	$223K	Buy	522 +40	+8%	+$17.4K	﹤0.01%	1839
2025 Q3	$216K	Buy	482 +110	+30%	+$49.8K	﹤0.01%	1566
2025 Q2	$181K	Buy	372 +222	+148%	+$126K	﹤0.01%	1446
2025 Q1	$92.8K	Buy	150 +28	+23%	+$15.9K	﹤0.01%	1581
2024 Q4	$64.6K	Sell	122 -216	-64%	-$122K	﹤0.01%	1525
2024 Q3	$203K	Buy	338 +324	+2,314%	+$184K	0.01%	987
2024 Q2	$7.55K	Sell	14 -3	-18%	-$1.72K	﹤0.01%	2191
2024 Q1	$10.9K	Sell	17 -1	-6%	-$608	﹤0.01%	1727
2023 Q4	$10.5K	Sell	18 -3	-14%	-$1.68K	﹤0.01%	1584
2023 Q3	$10.9K	Sell	21 -2	-9%	-$1.04K	﹤0.01%	1262
2023 Q2	$12.5K	Buy	23 +2	+10%	+$1.09K	﹤0.01%	1130
2023 Q1	$11.3K	Hold	21	–	–	﹤0.01%	1071
2022 Q4	$10.7K	Buy	+21	New	+$10.2K	﹤0.01%	925

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

Acadian Asset Management

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return