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CHE icon

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
Q3 		$88.4K Sell
175
-8
-4% -$4.13K 0.02% 321
2026
Q2 		$85.2K Buy
183
+134
+273% +$56.3K 0.02% 305
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

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's CHE Position: Q3 2026 in Review

True Wealth Design reduced its Chemed (CHE) stake by 4.4% in Q3 2026, selling an estimated $4.13K and leaving 175 shares worth $88.4K. The position accounts for 0.02% of the portfolio, ranked #321.

True Wealth Design first reported a position in CHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $824K in Q1 2023. 29 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • True Wealth Design held 175 shares of Chemed worth $88.4K as of Q3 2026.
  • True Wealth Design sold 8 Chemed shares in Q3 2026, an estimated $4.13K.
  • Chemed made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #321 holding.
  • True Wealth Design first reported a position in Chemed in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Chemed position peaked at $824K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.