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Measured Wealth Private Client Group’s Chemed CHE Stock Holding History

Measured Wealth Private Client 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
2025
Q4 		– Sell
-47
Closed -$21K – 737
2025
Q3 		$21K Buy
+47
New +$21.3K 0.01% 464

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

Measured Wealth Private Client Group's CHE Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Chemed (CHE) in Q4 2025, closing a stake of 47 shares — an estimated $21K sold.

Measured Wealth Private Client Group first reported a position in CHE in Q3 2025 and held it in 1 quarter. The position peaked at $21K in Q3 2025. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Measured Wealth Private Client Group reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 47 Chemed shares in Q4 2025, an estimated $21K.
  • Measured Wealth Private Client Group first reported a position in Chemed in Q3 2025 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Chemed position peaked at $21K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.