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Net Worth Advisory Group’s Chemed CHE Stock Holding History

Net Worth Advisory 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
Q3 		– Sell
-561
Closed -$273K – 419
2025
Q2 		$273K Buy
561
+20
+4% +$11.4K 0.06% 331
2025
Q1 		$333K Buy
541
+83
+18% +$47.2K 0.1% 222
2024
Q4 		$243K Buy
458
+2
+0.4% +$1.13K 0.07% 306
2024
Q3 		$274K Buy
+456
New +$259K 0.08% 297

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

Net Worth Advisory Group's CHE Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Chemed (CHE) in Q3 2025, closing a stake of 561 shares — an estimated $273K sold.

Net Worth Advisory Group first reported a position in CHE in Q3 2024 and held it in 4 quarters. The position peaked at $333K in Q1 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 561 Chemed shares in Q3 2025, an estimated $273K.
  • Net Worth Advisory Group first reported a position in Chemed in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Chemed position peaked at $333K in Q1 2025.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.