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Legacy Capital Wealth Partners’s Chemed CHE Stock Holding History

Legacy Capital Wealth Partners’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
-790
Closed -$338K – 393
2025
Q4 		$338K Sell
790
-49
-6% -$21.3K 0.07% 279
2025
Q3 		$376K Sell
839
-33
-4% -$14.9K 0.08% 262
2025
Q2 		$425K Buy
872
+19
+2% +$10.8K 0.1% 228
2025
Q1 		$525K Sell
853
-75
-8% -$42.6K 0.13% 175
2024
Q4 		$492K Sell
928
-1,051
-53% -$592K 0.12% 184
2024
Q3 		$1.19M Buy
1,979
+925
+88% +$524K 0.24% 85
2024
Q2 		$572K Buy
+1,054
New +$604K 0.15% 137
2024
Q1 		– Sell
-1,061
Closed -$620K – 157
2023
Q4 		$620K Sell
1,061
-44
-4% -$24.6K 0.18% 123
2023
Q3 		$574K Buy
+1,105
New +$574K 0.16% 133
2023
Q2 		– Sell
-1,080
Closed -$581K – 76
2023
Q1 		$581K Buy
+1,080
New +$551K 0.16% 121

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