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TrueWealth Advisors’s Chemed CHE Stock Holding History

TrueWealth Advisors’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
-367
Closed -$226K – 220
2025
Q1 		$226K Buy
+367
New +$209K 0.07% 197
2024
Q4 		– Sell
-396
Closed -$238K – 227
2024
Q3 		$238K Sell
396
-24
-6% -$13.6K 0.08% 196
2024
Q2 		$228K Sell
420
-21
-5% -$12K 0.08% 206
2024
Q1 		$283K Sell
441
-245
-36% -$149K 0.11% 160
2023
Q4 		$401K Buy
686
+230
+50% +$129K 0.16% 108
2023
Q3 		$237K Buy
+456
New +$237K 0.1% 162

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

TrueWealth Advisors's CHE Position: Q2 2025 in Review

TrueWealth Advisors sold out of Chemed (CHE) in Q2 2025, closing a stake of 367 shares — an estimated $226K sold.

TrueWealth Advisors first reported a position in CHE in Q3 2023 and held it in 6 quarters. The position peaked at $401K in Q4 2023. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • TrueWealth Advisors reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 367 Chemed shares in Q2 2025, an estimated $226K.
  • TrueWealth Advisors first reported a position in Chemed in Q3 2023 and held it in 6 quarters.
  • TrueWealth Advisors's Chemed position peaked at $401K in Q4 2023.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on TrueWealth Advisors's 13F filing for Q2 2025, filed 3 Jul 2025.