North Capital’s Chemed CHE Stock Holding History

North 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 Q4	–	Sell	-2	Closed	-$895	–	193
2025 Q3	$895	Buy	+2	New	+$906	﹤0.01%	582

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

North Capital's CHE Position: Q4 2025 in Review

North Capital sold out of Chemed (CHE) in Q4 2025, closing a stake of 2 shares — an estimated $895 sold.

North Capital first reported a position in CHE in Q3 2025 and held it in 1 quarter. The position peaked at $895 in Q3 2025. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

North Capital reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
North Capital sold 2 Chemed shares in Q4 2025, an estimated $895.
North Capital first reported a position in Chemed in Q3 2025 and held it in 1 quarter.
North Capital's Chemed position peaked at $895 in Q3 2025.
518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.