Pathstone Holdings
CHE icon

Pathstone Holdings’s Chemed CHE Stock Holding History

Pathstone Holdings’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
2026
Q1 		$1.48M Buy
3,922
+1,222
+45% +$523K 0.01% 1203
2025
Q4 		$1.16M Sell
2,700
-1,019
-27% -$444K ﹤0.01% 1323
2025
Q3 		$1.67M Sell
3,719
-601
-14% -$272K 0.01% 1138
2025
Q2 		$2.1M Buy
4,320
+460
+12% +$262K 0.01% 965
2025
Q1 		$2.37M Buy
3,860
+49
+1% +$27.9K 0.01% 883
2024
Q4 		$2.02M Buy
3,811
+117
+3% +$66K 0.01% 969
2024
Q3 		$2.22M Buy
3,694
+210
+6% +$119K 0.01% 910
2024
Q2 		$1.89M Sell
3,484
-30
-0.9% -$17.2K 0.01% 950
2024
Q1 		$2.26M Buy
3,514
+97
+3% +$58.9K 0.01% 846
2023
Q4 		$2M Buy
+3,417
New +$1.91M 0.01% 740

Other funds holding CHE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return