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Heritage Family Offices’s Chemed CHE Stock Holding History

Heritage Family Offices’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
-491
Closed -$220K – 206
2025
Q3 		$220K Sell
491
-15
-3% -$6.79K 0.1% 177
2025
Q2 		$307K Hold
506
– – 0.16% 122
2025
Q1 		$311K Hold
506
– – 0.16% 120
2024
Q4 		$268K Sell
506
-17
-3% -$9.58K 0.13% 139
2024
Q3 		$314K Buy
523
+3
+0.6% +$1.7K 0.16% 125
2024
Q2 		$282K Buy
+520
New +$298K 0.16% 122

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

Heritage Family Offices's CHE Position: Q4 2025 in Review

Heritage Family Offices sold out of Chemed (CHE) in Q4 2025, closing a stake of 491 shares — an estimated $220K sold.

Heritage Family Offices first reported a position in CHE in Q2 2024 and held it in 6 quarters. The position peaked at $314K in Q3 2024. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Heritage Family Offices reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Heritage Family Offices sold 491 Chemed shares in Q4 2025, an estimated $220K.
  • Heritage Family Offices first reported a position in Chemed in Q2 2024 and held it in 6 quarters.
  • Heritage Family Offices's Chemed position peaked at $314K in Q3 2024.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Heritage Family Offices's 13F filing for Q4 2025, filed 12 Jan 2026.