PFS
CHE icon

Prospera Financial Services’s Chemed CHE Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-589
Closed -$362K – 1320
2025
Q1 		$362K Sell
589
-5
-0.8% -$2.84K 0.01% 912
2024
Q4 		$315K Buy
594
+10
+2% +$5.64K 0.01% 914
2024
Q3 		$351K Buy
584
+12
+2% +$6.8K 0.01% 862
2024
Q2 		$310K Sell
572
-21
-4% -$12K 0.01% 905
2024
Q1 		$381K Sell
593
-42
-7% -$25.5K 0.01% 805
2023
Q4 		$371K Sell
635
-140
-18% -$78.3K 0.01% 759
2023
Q3 		$403K Buy
775
+285
+58% +$148K 0.02% 684
2023
Q2 		$266K Sell
490
-2
-0.4% -$1.09K 0.01% 850
2023
Q1 		$265K Buy
+492
New +$251K 0.01% 819
2022
Q3 		– Sell
-236
Closed -$111K – 963
2022
Q2 		$111K Sell
236
-36
-13% -$17.6K 0.01% 871
2022
Q1 		$138K Buy
+272
New +$130K 0.01% 1005

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Prospera Financial Services's CHE Position: Q2 2025 in Review

Prospera Financial Services sold out of Chemed (CHE) in Q2 2025, closing a stake of 589 shares — an estimated $362K sold.

Prospera Financial Services first reported a position in CHE in Q1 2022 and held it in 11 quarters. The position peaked at $403K in Q3 2023. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Prospera Financial Services reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Prospera Financial Services sold 589 Chemed shares in Q2 2025, an estimated $362K.
  • Prospera Financial Services first reported a position in Chemed in Q1 2022 and held it in 11 quarters.
  • Prospera Financial Services's Chemed position peaked at $403K in Q3 2023.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.