Journey Strategic Wealth’s Chemed CHE Stock Holding History

Journey Strategic 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 Q4	–	Sell	-459	Closed	-$206K	–	777
2025 Q3	$206K	Buy	+459	New	+$208K	0.01%	665

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Journey Strategic Wealth's CHE Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Chemed (CHE) in Q4 2025, closing a stake of 459 shares — an estimated $206K sold.

Journey Strategic Wealth first reported a position in CHE in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 517 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

Journey Strategic Wealth reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 459 Chemed shares in Q4 2025, an estimated $206K.
Journey Strategic Wealth first reported a position in Chemed in Q3 2025 and held it in 1 quarter.
Journey Strategic Wealth's Chemed position peaked at $206K in Q3 2025.
517 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.