LFG
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Larson Financial Group’s Chemed CHE Stock Holding History

Larson Financial Group’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
-10
Closed -$4.28K – 3661
2025
Q4 		$4.28K Buy
10
+6
+150% +$2.61K ﹤0.01% 2519
2025
Q3 		$1.79K Sell
4
-83
-95% -$37.6K ﹤0.01% 2752
2025
Q2 		$42.4K Buy
87
+86
+8,600% +$49K ﹤0.01% 1139
2025
Q1 		$635 Sell
1
-15
-94% -$8.53K ﹤0.01% 2513
2024
Q4 		$8.5K Hold
16
– – ﹤0.01% 1541
2024
Q3 		$9.64K Sell
16
-180
-92% -$102K ﹤0.01% 1492
2024
Q2 		$106K Sell
196
-156
-44% -$89.4K 0.01% 634
2024
Q1 		$226K Buy
352
+195
+124% +$118K 0.02% 377
2023
Q4 		$91.8K Buy
157
+73
+87% +$40.8K 0.01% 501
2023
Q3 		$43.7K Buy
+84
New +$43.7K ﹤0.01% 648

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return