HWM
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Hemington Wealth Management’s Chemed CHE Stock Holding History

Hemington Wealth Management’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
Q3 		$18K Sell
41
-4
-9% -$1.81K ﹤0.01% 661
2025
Q2 		$21K Buy
45
+3
+7% +$1.71K ﹤0.01% 602
2025
Q1 		$25K Buy
42
+4
+11% +$2.27K ﹤0.01% 508
2024
Q4 		$20K Buy
38
+2
+6% +$1.13K 0.01% 543
2024
Q3 		$19K Buy
+36
New +$20.4K 0.01% 519

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Hemington Wealth Management's CHE Position: Q3 2025 in Review

Hemington Wealth Management reduced its Chemed (CHE) stake by 8.9% in Q3 2025, selling an estimated $1.81K and leaving 41 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Hemington Wealth Management first reported a position in CHE in Q3 2024 and has held it in 5 quarters since. The position peaked at $25K in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Hemington Wealth Management held 41 shares of Chemed worth $18K as of Q3 2025.
  • Hemington Wealth Management sold 4 Chemed shares in Q3 2025, an estimated $1.81K.
  • Chemed made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #661 holding.
  • Hemington Wealth Management first reported a position in Chemed in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Chemed position peaked at $25K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.