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Moloney Securities Asset Management’s Chemed CHE Stock Holding History

Moloney Securities Asset Management’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
Q3 		$342K Hold
764
– – 0.04% 334
2025
Q2 		$372K Hold
764
– – 0.05% 318
2025
Q1 		$470K Hold
764
– – 0.06% 265
2024
Q4 		$405K Hold
764
– – 0.05% 294
2024
Q3 		$459K Hold
764
– – 0.06% 292
2024
Q2 		$414K Hold
764
– – 0.06% 298
2024
Q1 		$490K Hold
764
– – 0.07% 268
2023
Q4 		$446K Hold
764
– – 0.07% 265
2023
Q3 		$397K Sell
764
-268
-26% -$139K 0.07% 259
2023
Q2 		$559K Hold
1,032
– – 0.1% 226
2023
Q1 		$555K Hold
1,032
– – 0.1% 224
2022
Q4 		$527K Sell
1,032
-1,319
-56% -$642K 0.12% 211
2022
Q3 		$1.03M Sell
2,351
-20
-0.8% -$9.62K 0.25% 112
2022
Q2 		$1.11M Sell
2,371
-243
-9% -$119K 0.26% 109
2022
Q1 		$1.32M Buy
2,614
+1,850
+242% +$887K 0.26% 114
2021
Q4 		$404K Hold
764
– – 0.07% 273
2021
Q3 		$355K Hold
764
– – 0.06% 287
2021
Q2 		$362K Hold
764
– – 0.07% 283
2021
Q1 		$351K Hold
764
– – 0.07% 274
2020
Q4 		$407K Sell
764
-117
-13% -$57.5K 0.09% 233
2020
Q3 		$423K Sell
881
-639
-42% -$313K 0.11% 197
2020
Q2 		$685K Buy
1,520
+9
+0.6% +$4.02K 0.2% 125
2020
Q1 		$655K Sell
1,511
-7
-0.5% -$3.13K 0.23% 114
2019
Q4 		$667K Buy
1,518
+756
+99% +$318K 0.21% 135
2019
Q3 		$318K Hold
762
– – 0.11% 224
2019
Q2 		$275K Buy
762
+1
+0.1% +$334 0.09% 230
2019
Q1 		$244K Buy
761
+1
+0.1% +$307 0.08% 243
2018
Q4 		$215K Buy
+760
New +$229K 0.09% 245

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Moloney Securities Asset Management's CHE Position: Q3 2025 in Review

Moloney Securities Asset Management held its Chemed (CHE) position steady in Q3 2025 at 764 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #334.

Moloney Securities Asset Management first reported a position in CHE in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.32M in Q1 2022. 522 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Moloney Securities Asset Management held 764 shares of Chemed worth $342K as of Q3 2025.
  • Moloney Securities Asset Management left its Chemed share count unchanged in Q3 2025.
  • Chemed made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #334 holding.
  • Moloney Securities Asset Management first reported a position in Chemed in Q4 2018 and has held it in 28 quarters since.
  • Moloney Securities Asset Management's Chemed position peaked at $1.32M in Q1 2022.
  • 522 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.