FTWA
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Fifth Third Wealth Advisors’s Chemed CHE Stock Holding History

Fifth Third Wealth 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 		$240K Buy
+636
New +$272K 0.01% 695
2025
Q4 		– Sell
-584
Closed -$261K – 797
2025
Q3 		$261K Sell
584
-5
-0.8% -$2.26K 0.01% 614
2025
Q2 		$287K Buy
589
+3
+0.5% +$1.71K 0.01% 549
2025
Q1 		$361K Buy
586
+2
+0.3% +$1.14K 0.02% 429
2024
Q4 		$309K Buy
584
+109
+23% +$61.4K 0.02% 471
2024
Q3 		$285K Sell
475
-7
-1% -$3.97K 0.02% 493
2024
Q2 		$262K Buy
+482
New +$276K 0.02% 468

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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