IWM
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IHT Wealth Management’s Chemed CHE Stock Holding History

IHT 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
Q2 		– Sell
-327
Closed -$201K – 1159
2025
Q1 		$201K Buy
+327
New +$186K 0.01% 1038
2024
Q4 		– Sell
-456
Closed -$272K – 1093
2024
Q3 		$272K Sell
456
-202
-31% -$115K 0.01% 945
2024
Q2 		$357K Sell
658
-6
-0.9% -$3.44K 0.01% 742
2024
Q1 		$427K Buy
664
+2
+0.3% +$1.22K 0.02% 686
2023
Q4 		$387K Buy
662
+18
+3% +$10.1K 0.02% 679
2023
Q3 		$335K Buy
644
+20
+3% +$10.4K 0.02% 684
2023
Q2 		$338K Buy
624
+23
+4% +$12.6K 0.02% 677
2023
Q1 		$323K Sell
601
-6
-1% -$3.06K 0.02% 671
2022
Q4 		$310K Buy
+607
New +$295K 0.02% 650

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

IHT Wealth Management's CHE Position: Q2 2025 in Review

IHT Wealth Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 327 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in CHE in Q4 2022 and held it in 9 quarters. The position peaked at $427K in Q1 2024. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • IHT Wealth Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 327 Chemed shares in Q2 2025, an estimated $201K.
  • IHT Wealth Management first reported a position in Chemed in Q4 2022 and held it in 9 quarters.
  • IHT Wealth Management's Chemed position peaked at $427K in Q1 2024.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.