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Independent Solutions Wealth Management’s Chemed CHE Stock Holding History

Independent Solutions 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
2026
Q1 		– Sell
-536
Closed -$229K – 188
2025
Q4 		$229K Hold
536
– – 0.04% 155
2025
Q3 		$240K Hold
536
– – 0.04% 160
2025
Q2 		$261K Buy
536
+17
+3% +$9.69K 0.05% 162
2025
Q1 		$319K Hold
519
– – 0.07% 147
2024
Q4 		$275K Sell
519
-17
-3% -$9.58K 0.06% 145
2024
Q3 		$322K Sell
536
-20
-4% -$11.3K 0.07% 135
2024
Q2 		$302K Sell
556
-20
-3% -$11.5K 0.07% 144
2024
Q1 		$370K Hold
576
– – 0.09% 137
2023
Q4 		$337K Hold
576
– – 0.09% 135
2023
Q3 		$299K Hold
576
– – 0.08% 162
2023
Q2 		$312K Hold
576
– – 0.08% 164
2023
Q1 		$310K Hold
576
– – 0.09% 157
2022
Q4 		$294K Hold
576
– – 0.09% 165
2022
Q3 		$251K Hold
576
– – 0.08% 183
2022
Q2 		$270K Sell
576
-282
-33% -$138K 0.08% 172
2022
Q1 		$435K Sell
858
-21
-2% -$10.1K 0.1% 144
2021
Q4 		$465K Hold
879
– – 0.11% 143
2021
Q3 		$409K Sell
879
-115
-12% -$54.2K 0.1% 151
2021
Q2 		$472K Sell
994
-498
-33% -$239K 0.11% 137
2021
Q1 		$686K Sell
1,492
-285
-16% -$140K 0.19% 99
2020
Q4 		$946K Sell
1,777
-216
-11% -$106K 0.3% 73
2020
Q3 		$957K Sell
1,993
-200
-9% -$98.1K 0.37% 55
2020
Q2 		$989K Sell
2,193
-16
-0.7% -$7.14K 0.42% 49
2020
Q1 		$957K Hold
2,209
– – 0.53% 42
2019
Q4 		$970K Buy
+2,209
New +$929K 0.43% 43

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Independent Solutions Wealth Management's CHE Position: Q1 2026 in Review

Independent Solutions Wealth Management sold out of Chemed (CHE) in Q1 2026, closing a stake of 536 shares — an estimated $229K sold.

Independent Solutions Wealth Management first reported a position in CHE in Q4 2019 and held it in 25 quarters. The position peaked at $989K in Q2 2020. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Independent Solutions Wealth Management reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 536 Chemed shares in Q1 2026, an estimated $229K.
  • Independent Solutions Wealth Management first reported a position in Chemed in Q4 2019 and held it in 25 quarters.
  • Independent Solutions Wealth Management's Chemed position peaked at $989K in Q2 2020.
  • 491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.