PWMG
CHE icon

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 $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