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Tortoise Investment Management’s Chemed CHE Stock Holding History

Tortoise Investment 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
-1
Closed -$448 – 444
2025
Q3 		$448 Sell
1
-3
-75% -$1.36K ﹤0.01% 1194
2025
Q2 		$1.95K Buy
+4
New +$2.28K ﹤0.01% 810
2025
Q1 		– Sell
-78
Closed -$41.3K – 838
2024
Q4 		$41.3K Buy
78
+34
+77% +$19.2K ﹤0.01% 447
2024
Q3 		$26.4K Buy
44
+5
+13% +$2.83K ﹤0.01% 518
2024
Q2 		$21.2K Buy
39
+17
+77% +$9.74K ﹤0.01% 522
2024
Q1 		$14.1K Buy
+22
New +$13.4K ﹤0.01% 576

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

Tortoise Investment Management's CHE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Chemed (CHE) in Q4 2025, closing a stake of 1 share — an estimated $448 sold.

Tortoise Investment Management first reported a position in CHE in Q1 2024 and held it in 6 quarters. The position peaked at $41.3K in Q4 2024. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Chemed share in Q4 2025, an estimated $448.
  • Tortoise Investment Management first reported a position in Chemed in Q1 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Chemed position peaked at $41.3K in Q4 2024.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.