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Keyvantage Wealth’s Chemed CHE Stock Holding History

Keyvantage 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
-499
Closed -$224K – 100
2025
Q3 		$224K Hold
499
– – 0.09% 89
2025
Q2 		$243K Hold
499
– – 0.11% 80
2025
Q1 		$307K Hold
499
– – 0.15% 75
2024
Q4 		$265K Buy
+499
New +$281K 0.19% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Keyvantage Wealth's CHE Position: Q4 2025 in Review

Keyvantage Wealth sold out of Chemed (CHE) in Q4 2025, closing a stake of 499 shares — an estimated $224K sold.

Keyvantage Wealth first reported a position in CHE in Q4 2024 and held it in 4 quarters. The position peaked at $307K in Q1 2025. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Keyvantage Wealth reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Keyvantage Wealth sold 499 Chemed shares in Q4 2025, an estimated $224K.
  • Keyvantage Wealth first reported a position in Chemed in Q4 2024 and held it in 4 quarters.
  • Keyvantage Wealth's Chemed position peaked at $307K in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Keyvantage Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.