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Montag & Associates’s Chemed CHE Stock Holding History

Montag & Associates’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
-2
Closed -$1.1K – 996
2025
Q3 		$1.1K Sell
2
-1
-33% -$453 ﹤0.01% 1001
2025
Q2 		$1.36K Hold
3
– – ﹤0.01% 893
2025
Q1 		$1.72K Buy
3
+1
+50% +$568 ﹤0.01% 905
2024
Q4 		$1.07K Hold
2
– – ﹤0.01% 945
2024
Q3 		$1.06K Hold
2
– – ﹤0.01% 975
2024
Q2 		$984 Hold
2
– – ﹤0.01% 936
2024
Q1 		$1.59K Buy
+2
New +$1.22K ﹤0.01% 877

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

Montag & Associates's CHE Position: Q4 2025 in Review

Montag & Associates sold out of Chemed (CHE) in Q4 2025, closing a stake of 2 shares — an estimated $1.1K sold.

Montag & Associates first reported a position in CHE in Q1 2024 and held it in 7 quarters. The position peaked at $1.72K in Q1 2025. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Montag & Associates reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 2 Chemed shares in Q4 2025, an estimated $1.1K.
  • Montag & Associates first reported a position in Chemed in Q1 2024 and held it in 7 quarters.
  • Montag & Associates's Chemed position peaked at $1.72K in Q1 2025.
  • 518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.