True Wealth Design’s Chemed CHE Stock Holding History

True Wealth Design’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
2026 Q1	$18.5K	Buy	49 +25	+104%	+$10.7K	0.01%	746
2025 Q4	$10.3K	Buy	24 +17	+243%	+$7.4K	﹤0.01%	854
2025 Q3	$3.13K	Buy	7 +4	+133%	+$1.81K	﹤0.01%	1290
2025 Q2	$1.46K	Hold	3	–	–	﹤0.01%	1308
2025 Q1	$1.85K	Buy	+3	New	+$1.71K	﹤0.01%	1037
2024 Q4	–	Sell	-11	Closed	-$6.61K	–	1386
2024 Q3	$6.61K	Buy	11 +10	+1,000%	+$5.67K	﹤0.01%	500
2024 Q2	$543	Hold	1	–	–	﹤0.01%	638
2024 Q1	$642	Hold	1	–	–	﹤0.01%	573
2023 Q4	$585	Hold	1	–	–	﹤0.01%	440
2023 Q3	$520	Hold	1	–	–	﹤0.01%	421
2023 Q2	$542	Sell	1 -1,531	-100%	-$837K	﹤0.01%	421
2023 Q1	$824K	Buy	1,532 +41	+3%	+$20.9K	0.35%	52
2022 Q4	$761K	Buy	+1,491	New	+$726K	0.35%	66

Other funds holding CHE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return