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N.E.W. Advisory Services’s Chemed CHE Stock Holding History

N.E.W. Advisory Services’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 		– Sell
-28
Closed -$13.6K – 845
2025
Q2 		$13.6K Hold
28
– – ﹤0.01% 516
2025
Q1 		$17.2K Buy
+28
New +$15.9K ﹤0.01% 518

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

N.E.W. Advisory Services's CHE Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of Chemed (CHE) in Q3 2025, closing a stake of 28 shares — an estimated $13.6K sold.

N.E.W. Advisory Services first reported a position in CHE in Q1 2025 and held it in 2 quarters. The position peaked at $17.2K in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • N.E.W. Advisory Services reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 28 Chemed shares in Q3 2025, an estimated $13.6K.
  • N.E.W. Advisory Services first reported a position in Chemed in Q1 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Chemed position peaked at $17.2K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.