Tompkins Financial’s Chemed CHE Stock Holding History

Tompkins Financial’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	-174	Closed	-$77.9K	–	643
2025 Q3	$77.9K	Hold	174	–	–	0.01%	280
2025 Q2	$84.7K	Hold	174	–	–	0.01%	265
2025 Q1	$107K	Hold	174	–	–	0.01%	250
2024 Q4	$92.2K	Sell	174 -136	-44%	-$76.7K	0.01%	267
2024 Q3	$186K	Hold	310	–	–	0.02%	203
2024 Q2	$168K	Hold	310	–	–	0.02%	218
2024 Q1	$199K	Hold	310	–	–	0.02%	199
2023 Q4	$181K	Sell	310 -13	-4%	-$7.28K	0.02%	204
2023 Q3	$168K	Hold	323	–	–	0.03%	189
2023 Q2	$175K	Hold	323	–	–	0.03%	191
2023 Q1	$174K	Hold	323	–	–	0.03%	189
2022 Q4	$165K	Sell	323 -77	-19%	-$37.5K	0.03%	199
2022 Q3	$175K	Hold	400	–	–	0.03%	189
2022 Q2	$188K	Hold	400	–	–	0.03%	186
2022 Q1	$203K	Hold	400	–	–	0.03%	188
2021 Q4	$212K	Hold	400	–	–	0.04%	134
2021 Q3	$186K	Buy	+400	New	+$189K	0.03%	134
2021 Q1	$230K	Hold	500	–	–	0.04%	132
2020 Q4	$266K	Hold	500	–	–	0.05%	122
2020 Q3	$240K	Hold	500	–	–	0.05%	139
2020 Q2	$225K	Sell	500 -33	-6%	-$14.7K	0.05%	145
2020 Q1	$231K	Hold	533	–	–	0.05%	137
2019 Q4	$234K	Hold	533	–	–	0.04%	160
2019 Q3	$223K	Hold	533	–	–	0.05%	149
2019 Q2	$192K	Sell	533 -58	-10%	-$19.4K	0.04%	156
2019 Q1	$189K	Hold	591	–	–	0.04%	159
2018 Q4	$167K	Hold	591	–	–	0.04%	165
2018 Q3	$189K	Sell	591 -25	-4%	-$7.97K	0.04%	170
2018 Q2	$199K	Hold	616	–	–	0.04%	171
2018 Q1	$168K	Buy	616 +9	+1%	+$2.38K	0.04%	178
2017 Q4	$147K	Hold	607	–	–	0.03%	168
2017 Q3	$123K	Sell	607 -99	-14%	-$19.5K	0.03%	176
2017 Q2	$145K	Hold	706	–	–	0.04%	170
2017 Q1	$129K	Buy	706 +10	+1%	+$1.74K	0.03%	167
2016 Q4	$111K	Buy	696 +71	+11%	+$10.4K	0.03%	161
2016 Q3	$88K	Hold	625	–	–	0.03%	175
2016 Q2	$86K	Hold	625	–	–	0.03%	197
2016 Q1	$84K	Hold	625	–	–	0.03%	198
2015 Q4	$94K	Hold	625	–	–	0.03%	204
2015 Q3	$83K	Hold	625	–	–	0.03%	203
2015 Q2	$81K	Sell	625 -55	-8%	-$6.8K	0.02%	215
2015 Q1	$81K	Sell	680 -20	-3%	-$2.22K	0.02%	231
2014 Q4	$74K	Hold	700	–	–	0.02%	223
2014 Q3	$72K	Sell	700 -130	-16%	-$13.2K	0.02%	219
2014 Q2	$77K	Hold	830	–	–	0.02%	220
2014 Q1	$74K	Hold	830	–	–	0.02%	212
2013 Q4	$64K	Buy	830 +50	+6%	+$3.69K	0.02%	237
2013 Q3	$56K	Buy	780 +400	+105%	+$28.5K	0.02%	233
2013 Q2	$28K	Buy	+380	New	+$27.9K	0.01%	314

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Tompkins Financial's CHE Position: Q4 2025 in Review

Tompkins Financial sold out of Chemed (CHE) in Q4 2025, closing a stake of 174 shares — an estimated $77.9K sold.

Tompkins Financial first reported a position in CHE in Q2 2013 and held it in 49 quarters. The position peaked at $266K in Q4 2020. 518 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

Tompkins Financial reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
Tompkins Financial sold 174 Chemed shares in Q4 2025, an estimated $77.9K.
Tompkins Financial first reported a position in Chemed in Q2 2013 and held it in 49 quarters.
Tompkins Financial's Chemed position peaked at $266K in Q4 2020.
518 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.