GRP
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Global Retirement Partners’s Chemed CHE Stock Holding History

Global Retirement Partners’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 		$37.3K Buy
87
+58
+200% +$25.2K ﹤0.01% 2526
2025
Q3 		$13K Buy
29
+3
+12% +$1.36K ﹤0.01% 2585
2025
Q2 		$12.7K Buy
+26
New +$14.8K ﹤0.01% 2489
2024
Q4 		$86.4K Sell
163
-61
-27% -$34.4K ﹤0.01% 1347
2024
Q3 		$135K Buy
224
+202
+918% +$115K ﹤0.01% 1086
2024
Q2 		$12K Sell
22
-14
-39% -$8.02K ﹤0.01% 2233
2024
Q1 		$23.1K Sell
36
-58
-62% -$35.2K ﹤0.01% 1745
2023
Q4 		$55.5K Sell
94
-15
-14% -$8.39K ﹤0.01% 1314
2023
Q3 		$55.3K Sell
109
-37
-25% -$19.2K ﹤0.01% 1221
2023
Q2 		$79.1K Hold
146
– – ﹤0.01% 1049
2023
Q1 		$80.4K Sell
146
-7
-5% -$3.57K ﹤0.01% 1007
2022
Q4 		$78.1K Buy
153
+2
+1% +$974 0.01% 906
2022
Q3 		$71K Buy
151
+20
+15% +$9.62K 0.01% 886
2022
Q2 		$62K Buy
131
+14
+12% +$6.83K 0.01% 911
2022
Q1 		$58K Buy
+117
New +$56.1K ﹤0.01% 937
2020
Q2 		– Sell
-2
Closed -$1K – 1620
2020
Q1 		$1K Hold
2
– – ﹤0.01% 1469
2019
Q4 		$1K Hold
2
– – ﹤0.01% 1517
2019
Q3 		$1K Buy
+2
New +$816 ﹤0.01% 1491
2019
Q2 		– Sell
-12
Closed -$4K – 1605
2019
Q1 		$4K Buy
+12
New +$3.69K ﹤0.01% 1281

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

Global Retirement Partners's CHE Position: Q4 2025 in Review

Global Retirement Partners increased its Chemed (CHE) stake by 200% in Q4 2025, buying an estimated $25.2K and bringing the position to 87 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2526.

Global Retirement Partners first reported a position in CHE in Q1 2019 and has held it in 19 quarters since. The position peaked at $135K in Q3 2024. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Global Retirement Partners held 87 shares of Chemed worth $37.3K as of Q4 2025.
  • Global Retirement Partners bought 58 Chemed shares in Q4 2025, an estimated $25.2K.
  • Chemed made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2526 holding.
  • Global Retirement Partners first reported a position in Chemed in Q1 2019 and has held it in 19 quarters since.
  • Global Retirement Partners's Chemed position peaked at $135K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.