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Unique Wealth’s Chemed CHE Stock Holding History

Unique Wealth’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
-1,000
Closed -$487K – 180
2025
Q2 		$487K Hold
1,000
– – 0.08% 115
2025
Q1 		$615K Hold
1,000
– – 0.12% 97
2024
Q4 		$530K Hold
1,000
– – 0.11% 86
2024
Q3 		$601K Hold
1,000
– – 0.14% 74
2024
Q2 		$543K Hold
1,000
– – 0.14% 62
2024
Q1 		$642K Hold
1,000
– – 0.18% 56
2023
Q4 		$585K Hold
1,000
– – 0.19% 48
2023
Q3 		$520K Hold
1,000
– – 0.22% 49
2023
Q2 		$542K Hold
1,000
– – 0.24% 32
2023
Q1 		$538K Hold
1,000
– – 0.26% 30
2022
Q4 		$510K Buy
+1,000
New +$487K 0.27% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Unique Wealth's CHE Position: Q3 2025 in Review

Unique Wealth sold out of Chemed (CHE) in Q3 2025, closing a stake of 1,000 shares — an estimated $487K sold.

Unique Wealth first reported a position in CHE in Q4 2022 and held it in 11 quarters. The position peaked at $642K in Q1 2024. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Unique Wealth reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth sold 1,000 Chemed shares in Q3 2025, an estimated $487K.
  • Unique Wealth first reported a position in Chemed in Q4 2022 and held it in 11 quarters.
  • Unique Wealth's Chemed position peaked at $642K in Q1 2024.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Unique Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.