Grey Fox Wealth Advisors’s Chemed CHE Stock Holding History

Grey Fox 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
2025 Q4	–	Sell	-11	Closed	-$4.92K	–	207
2025 Q3	$4.92K	Buy	+11	New	+$4.98K	﹤0.01%	479

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Grey Fox Wealth Advisors's CHE Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Chemed (CHE) in Q4 2025, closing a stake of 11 shares — an estimated $4.92K sold.

Grey Fox Wealth Advisors first reported a position in CHE in Q3 2025 and held it in 1 quarter. The position peaked at $4.92K in Q3 2025. 517 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 11 Chemed shares in Q4 2025, an estimated $4.92K.
Grey Fox Wealth Advisors first reported a position in Chemed in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Chemed position peaked at $4.92K in Q3 2025.
517 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.