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Thrive Wealth Management’s Chemed CHE Stock Holding History

Thrive 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
Q2 		– Sell
-403
Closed -$248K – 231
2025
Q1 		$248K Buy
+403
New +$229K 0.05% 190
2024
Q4 		– Sell
-389
Closed -$234K – 201
2024
Q3 		$234K Sell
389
-2
-0.5% -$1.13K 0.04% 199
2024
Q2 		$212K Buy
391
+39
+11% +$22.3K 0.04% 198
2024
Q1 		$226K Buy
+352
New +$214K 0.05% 194

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Thrive Wealth Management's CHE Position: Q2 2025 in Review

Thrive Wealth Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 403 shares — an estimated $248K sold.

Thrive Wealth Management first reported a position in CHE in Q1 2024 and held it in 4 quarters. The position peaked at $248K in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Thrive Wealth Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Thrive Wealth Management sold 403 Chemed shares in Q2 2025, an estimated $248K.
  • Thrive Wealth Management first reported a position in Chemed in Q1 2024 and held it in 4 quarters.
  • Thrive Wealth Management's Chemed position peaked at $248K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Thrive Wealth Management's 13F filing for Q2 2025, filed 9 Jul 2025.