SSWM
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Smith Salley Wealth Management’s Chemed CHE Stock Holding History

Smith Salley Wealth Management’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
-14,570
Closed -$6.52M – 266
2025
Q3 		$6.52M Sell
14,570
-2,981
-17% -$1.35M 0.34% 60
2025
Q2 		$8.55M Buy
17,551
+396
+2% +$226K 0.49% 50
2025
Q1 		$10.6M Buy
17,155
+167
+1% +$94.9K 0.69% 45
2024
Q4 		$9M Buy
16,988
+307
+2% +$173K 0.58% 46
2024
Q3 		$10M Buy
16,681
+472
+3% +$268K 0.66% 47
2024
Q2 		$8.79M Buy
16,209
+993
+7% +$569K 0.63% 46
2024
Q1 		$9.77M Sell
15,216
-4,622
-23% -$2.81M 0.76% 42
2023
Q4 		$11.6M Buy
19,838
+681
+4% +$381K 0.75% 42
2023
Q3 		$9.96M Buy
19,157
+760
+4% +$395K 0.74% 43
2023
Q2 		$9.96M Buy
18,397
+95
+0.5% +$51.9K 0.74% 45
2023
Q1 		$9.84M Buy
18,302
+582
+3% +$297K 0.78% 41
2022
Q4 		$9.04M Sell
17,720
-209
-1% -$102K 0.77% 45
2022
Q3 		$7.83M Buy
17,929
+365
+2% +$176K 0.73% 43
2022
Q2 		$8.24M Buy
17,564
+768
+5% +$375K 0.71% 47
2022
Q1 		$8.51M Buy
16,796
+210
+1% +$101K 0.64% 45
2021
Q4 		$8.78M Buy
16,586
+524
+3% +$252K 0.62% 47
2021
Q3 		$7.47M Buy
16,062
+331
+2% +$156K 0.59% 47
2021
Q2 		$7.46M Buy
+15,731
New +$7.55M 0.6% 45
2018
Q2 		– Sell
-943
Closed -$257K – 181
2018
Q1 		$257K Sell
943
-7
-0.7% -$1.85K 0.05% 155
2017
Q4 		$231K Buy
+950
New +$216K 0.04% 168
2017
Q1 		– Sell
-1,615
Closed -$259K – 176
2016
Q4 		$259K Hold
1,615
– – 0.05% 134
2016
Q3 		$228K Sell
1,615
-200
-11% -$27.8K 0.05% 141
2016
Q2 		$247K Buy
1,815
+60
+3% +$7.96K 0.06% 141
2016
Q1 		$238K Hold
1,755
– – 0.06% 139
2015
Q4 		$263K Buy
1,755
+46
+3% +$6.8K 0.07% 132
2015
Q3 		$228K Buy
1,709
+71
+4% +$9.94K 0.06% 138
2015
Q2 		$215K Buy
+1,638
New +$203K 0.05% 148

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

Smith Salley Wealth Management's CHE Position: Q4 2025 in Review

Smith Salley Wealth Management sold out of Chemed (CHE) in Q4 2025, closing a stake of 14,570 shares — an estimated $6.52M sold.

Smith Salley Wealth Management first reported a position in CHE in Q2 2015 and held it in 27 quarters. The position peaked at $11.6M in Q4 2023. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Smith Salley Wealth Management reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 14,570 Chemed shares in Q4 2025, an estimated $6.52M.
  • Smith Salley Wealth Management first reported a position in Chemed in Q2 2015 and held it in 27 quarters.
  • Smith Salley Wealth Management's Chemed position peaked at $11.6M in Q4 2023.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Smith Salley Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.