MidWestOne Financial Group’s Chemed CHE Stock Holding History

MidWestOne 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
2025 Q4	$856K	Hold	2,000	–	–	0.1%	176
2025 Q3	$895K	Hold	2,000	–	–	0.11%	165
2025 Q2	$974K	Hold	2,000	–	–	0.13%	160
2025 Q1	$1.23M	Hold	2,000	–	–	0.17%	126
2024 Q4	$1.06M	Sell	2,000 -3	-0.1%	-$1.69K	0.15%	137
2024 Q3	$1.2M	Hold	2,003	–	–	0.17%	134
2024 Q2	$1.09M	Buy	2,003 +3	+0.2%	+$1.72K	0.2%	133
2024 Q1	$1.28M	Hold	2,000	–	–	0.23%	117
2023 Q4	$1.17M	Hold	2,000	–	–	0.22%	111
2023 Q3	$1.04M	Hold	2,000	–	–	0.24%	111
2023 Q2	$1.08M	Hold	2,000	–	–	0.23%	113
2023 Q1	$1.08M	Hold	2,000	–	–	0.24%	107
2022 Q4	$1.02M	Hold	2,000	–	–	0.23%	98
2022 Q3	$873K	Hold	2,000	–	–	0.22%	109
2022 Q2	$939K	Hold	2,000	–	–	0.23%	101
2022 Q1	$1.01M	Hold	2,000	–	–	0.22%	113
2021 Q4	$1.06M	Hold	2,000	–	–	0.22%	114
2021 Q3	$930K	Hold	2,000	–	–	0.22%	111
2021 Q2	$949K	Hold	2,000	–	–	0.22%	109
2021 Q1	$920K	Hold	2,000	–	–	0.22%	109
2020 Q4	$1.06M	Hold	2,000	–	–	0.29%	84
2020 Q3	$961K	Hold	2,000	–	–	0.32%	78
2020 Q2	$902K	Hold	2,000	–	–	0.38%	54
2020 Q1	$866K	Hold	2,000	–	–	0.32%	74
2019 Q4	$878K	Hold	2,000	–	–	0.18%	99
2019 Q3	$835K	Hold	2,000	–	–	0.26%	93
2019 Q2	$722K	Buy	+2,000	New	+$668K	0.2%	131

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 $123B AUM 34.51% 1-Year Est. Return

MidWestOne Financial Group's CHE Position: Q4 2025 in Review

MidWestOne Financial Group held its Chemed (CHE) position steady in Q4 2025 at 2,000 shares worth $856K. The position accounts for 0.1% of the portfolio, ranked #176.

MidWestOne Financial Group first reported a position in CHE in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q1 2024. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

MidWestOne Financial Group held 2,000 shares of Chemed worth $856K as of Q4 2025.
MidWestOne Financial Group left its Chemed share count unchanged in Q4 2025.
Chemed made up 0.1% of MidWestOne Financial Group's portfolio in Q4 2025, its #176 holding.
MidWestOne Financial Group first reported a position in Chemed in Q2 2019 and has held it in 27 quarters since.
MidWestOne Financial Group's Chemed position peaked at $1.28M in Q1 2024.
516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.