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Principal Securities’s Chemed CHE Stock Holding History

Principal Securities’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
-76
Closed -$34K – 1704
2025
Q3 		$34K Sell
76
-6
-7% -$2.72K ﹤0.01% 2143
2025
Q2 		$39.9K Buy
82
+9
+12% +$5.13K ﹤0.01% 1987
2025
Q1 		$38.7K Hold
73
– – ﹤0.01% 1867
2024
Q4 		$38.7K Sell
73
-2
-3% -$1.13K ﹤0.01% 1863
2024
Q3 		$45.1K Buy
75
+10
+15% +$5.67K ﹤0.01% 1741
2024
Q2 		$35.3K Buy
65
+4
+7% +$2.29K ﹤0.01% 1780
2024
Q1 		$39.2K Sell
61
-26
-30% -$15.8K ﹤0.01% 1682
2023
Q4 		$50.9K Buy
+87
New +$48.7K ﹤0.01% 1479

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Principal Securities's CHE Position: Q4 2025 in Review

Principal Securities sold out of Chemed (CHE) in Q4 2025, closing a stake of 76 shares — an estimated $34K sold.

Principal Securities first reported a position in CHE in Q4 2023 and held it in 8 quarters. The position peaked at $50.9K in Q4 2023. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Principal Securities reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 76 Chemed shares in Q4 2025, an estimated $34K.
  • Principal Securities first reported a position in Chemed in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Chemed position peaked at $50.9K in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.