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Impact Partnership Wealth’s Chemed CHE Stock Holding History

Impact Partnership Wealth’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 		– Sell
-439
Closed -$214K – 318
2025
Q2 		$214K Buy
+439
New +$250K 0.04% 268
2024
Q2 		– Sell
-185
Closed -$119K – 290
2024
Q1 		$119K Buy
+185
New +$112K 0.05% 237

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

Impact Partnership Wealth's CHE Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Chemed (CHE) in Q3 2025, closing a stake of 439 shares — an estimated $214K sold.

Impact Partnership Wealth first reported a position in CHE in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 439 Chemed shares in Q3 2025, an estimated $214K.
  • Impact Partnership Wealth first reported a position in Chemed in Q1 2024 and held it in 2 quarters.
  • Impact Partnership Wealth's Chemed position peaked at $214K in Q2 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.