NewSquare Capital’s Chemed CHE Stock Holding History

NewSquare Capital’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	-6	Closed	-$2.92K	–	369
2025 Q2	$2.92K	Buy	6 +4	+200%	+$2.28K	﹤0.01%	901
2025 Q1	$1.23K	Buy	+2	New	+$1.14K	﹤0.01%	905

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NewSquare Capital's CHE Position: Q3 2025 in Review

NewSquare Capital sold out of Chemed (CHE) in Q3 2025, closing a stake of 6 shares — an estimated $2.92K sold.

NewSquare Capital first reported a position in CHE in Q1 2025 and held it in 2 quarters. The position peaked at $2.92K in Q2 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

NewSquare Capital reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 6 Chemed shares in Q3 2025, an estimated $2.92K.
NewSquare Capital first reported a position in Chemed in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Chemed position peaked at $2.92K in Q2 2025.
523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.