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Private Wealth Management Group’s Chemed CHE Stock Holding History

Private Wealth Management 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
2026
Q1 		– Sell
-6
Closed -$2.57K – 1455
2025
Q4 		$2.57K Sell
6
-4
-40% -$1.74K ﹤0.01% 1000
2025
Q3 		$4.48K Buy
10
+6
+150% +$2.72K ﹤0.01% 828
2025
Q2 		$1.95K Hold
4
– – ﹤0.01% 1090
2025
Q1 		$2.46K Hold
4
– – ﹤0.01% 989
2024
Q4 		$2.12K Sell
4
-5
-56% -$2.82K ﹤0.01% 1059
2024
Q3 		$5.41K Hold
9
– – ﹤0.01% 699
2024
Q2 		$4.88K Buy
9
+6
+200% +$3.44K ﹤0.01% 714
2024
Q1 		$1.93K Hold
3
– – ﹤0.01% 988
2023
Q4 		$1.75K Buy
+3
New +$1.68K ﹤0.01% 1038

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Private Wealth Management Group's CHE Position: Q1 2026 in Review

Private Wealth Management Group sold out of Chemed (CHE) in Q1 2026, closing a stake of 6 shares — an estimated $2.57K sold.

Private Wealth Management Group first reported a position in CHE in Q4 2023 and held it in 9 quarters. The position peaked at $5.41K in Q3 2024. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Private Wealth Management Group reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 6 Chemed shares in Q1 2026, an estimated $2.57K.
  • Private Wealth Management Group first reported a position in Chemed in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Chemed position peaked at $5.41K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.