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Rise Advisors’s Chemed CHE Stock Holding History

Rise Advisors’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
-33
Closed -$14.9K – 343
2025
Q3 		$14.9K Buy
33
+3
+10% +$1.36K 0.01% 763
2025
Q2 		$14.7K Hold
30
– – 0.01% 740
2025
Q1 		$18.5K Sell
30
-10
-25% -$5.68K 0.01% 545
2024
Q4 		$21.2K Hold
40
– – 0.01% 616
2024
Q3 		$24.1K Hold
40
– – 0.01% 561
2024
Q2 		$21.7K Hold
40
– – 0.01% 587
2024
Q1 		$25.7K Buy
+40
New +$24.3K 0.01% 477

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

Rise Advisors's CHE Position: Q4 2025 in Review

Rise Advisors sold out of Chemed (CHE) in Q4 2025, closing a stake of 33 shares — an estimated $14.9K sold.

Rise Advisors first reported a position in CHE in Q1 2024 and held it in 7 quarters. The position peaked at $25.7K in Q1 2024. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Rise Advisors reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 33 Chemed shares in Q4 2025, an estimated $14.9K.
  • Rise Advisors first reported a position in Chemed in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Chemed position peaked at $25.7K in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.