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Spire Wealth Management’s Chemed CHE Stock Holding History

Spire 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
-8
Closed -$3.58K – 2332
2025
Q3 		$3.58K Buy
8
+1
+14% +$453 ﹤0.01% 2040
2025
Q2 		$3.63K Hold
7
– – ﹤0.01% 2039
2025
Q1 		$4.58K Sell
7
-4
-36% -$2.27K ﹤0.01% 2082
2024
Q4 		$5.83K Buy
11
+4
+57% +$2.25K ﹤0.01% 2004
2024
Q3 		$4.21K Sell
7
-4
-36% -$2.27K ﹤0.01% 1856
2024
Q2 		$5.97K Sell
11
-4
-27% -$2.29K ﹤0.01% 1782
2024
Q1 		$9.63K Hold
15
– – ﹤0.01% 1723
2023
Q4 		$8.92K Sell
15
-11
-42% -$6.16K ﹤0.01% 1789
2023
Q3 		$13.5K Sell
26
-44
-63% -$22.9K ﹤0.01% 1642
2023
Q2 		$37.9K Sell
70
-3
-4% -$1.64K ﹤0.01% 1318
2023
Q1 		$39.3K Buy
73
+12
+20% +$6.12K ﹤0.01% 1301
2022
Q4 		$31K Hold
61
– – ﹤0.01% 1179
2022
Q3 		$27K Sell
61
-12
-16% -$5.77K ﹤0.01% 1201
2022
Q2 		$34K Buy
73
+3
+4% +$1.46K ﹤0.01% 1451
2022
Q1 		$35K Sell
70
-44
-39% -$21.1K ﹤0.01% 1583
2021
Q4 		$60K Buy
114
+34
+43% +$16.3K ﹤0.01% 1624
2021
Q3 		$37K Buy
80
+60
+300% +$28.3K ﹤0.01% 1594
2021
Q2 		$9K Sell
20
-42
-68% -$20.2K ﹤0.01% 2147
2021
Q1 		$29K Buy
+62
New +$30.4K ﹤0.01% 1972

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Spire Wealth Management's CHE Position: Q4 2025 in Review

Spire Wealth Management sold out of Chemed (CHE) in Q4 2025, closing a stake of 8 shares — an estimated $3.58K sold.

Spire Wealth Management first reported a position in CHE in Q1 2021 and held it in 19 quarters. The position peaked at $60K in Q4 2021. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Spire Wealth Management reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 8 Chemed shares in Q4 2025, an estimated $3.58K.
  • Spire Wealth Management first reported a position in Chemed in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Chemed position peaked at $60K in Q4 2021.
  • 518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.