Twin Peaks Wealth Advisors’s Chemed CHE Stock Holding History

Twin Peaks Wealth 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 Q3	–	Sell	-2	Closed	-$886	–	513
2025 Q2	$886	Buy	+2	New	+$1.14K	﹤0.01%	1795

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Twin Peaks Wealth Advisors's CHE Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of Chemed (CHE) in Q3 2025, closing a stake of 2 shares — an estimated $886 sold.

Twin Peaks Wealth Advisors first reported a position in CHE in Q2 2025 and held it in 1 quarter. The position peaked at $886 in Q2 2025. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 Chemed shares in Q3 2025, an estimated $886.
Twin Peaks Wealth Advisors first reported a position in Chemed in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's Chemed position peaked at $886 in Q2 2025.
523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.