Retirement Guys Formula’s Chemed CHE Stock Holding History

Retirement Guys Formula’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	-355	Closed	-$219K	–	147
2025 Q1	$219K	Buy	+355	New	+$202K	0.11%	122

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Retirement Guys Formula's CHE Position: Q2 2025 in Review

Retirement Guys Formula sold out of Chemed (CHE) in Q2 2025, closing a stake of 355 shares — an estimated $219K sold.

Retirement Guys Formula first reported a position in CHE in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

Retirement Guys Formula reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
Retirement Guys Formula sold 355 Chemed shares in Q2 2025, an estimated $219K.
Retirement Guys Formula first reported a position in Chemed in Q1 2025 and held it in 1 quarter.
Retirement Guys Formula's Chemed position peaked at $219K in Q1 2025.
537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Retirement Guys Formula's 13F filing for Q2 2025, filed 15 Jul 2025.