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Venturi Wealth Management’s Chemed CHE Stock Holding History

Venturi Wealth Management’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
-479
Closed -$295K – 544
2025
Q1 		$295K Sell
479
-297
-38% -$169K 0.02% 444
2024
Q4 		$411K Buy
776
+351
+83% +$198K 0.02% 373
2024
Q3 		$255K Buy
425
+159
+60% +$90.1K 0.01% 419
2024
Q2 		$144K Buy
266
+223
+519% +$128K 0.01% 454
2024
Q1 		$27.6K Sell
43
-1
-2% -$608 ﹤0.01% 646
2023
Q4 		$25.7K Buy
44
+1
+2% +$560 ﹤0.01% 636
2023
Q3 		$22.3K Sell
43
-10
-19% -$5.2K ﹤0.01% 596
2023
Q2 		$28.7K Buy
53
+9
+20% +$4.92K ﹤0.01% 499
2023
Q1 		$23.7K Buy
+44
New +$22.4K ﹤0.01% 567
2021
Q2 		– Sell
-2,443
Closed -$1.12M – 319
2021
Q1 		$1.12M Sell
2,443
-86
-3% -$42.2K 0.11% 134
2020
Q4 		$1.35M Buy
2,529
+175
+7% +$86K 0.14% 109
2020
Q3 		$1.13M Buy
+2,354
New +$1.15M 0.13% 112

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

Venturi Wealth Management's CHE Position: Q2 2025 in Review

Venturi Wealth Management sold out of Chemed (CHE) in Q2 2025, closing a stake of 479 shares — an estimated $295K sold.

Venturi Wealth Management first reported a position in CHE in Q3 2020 and held it in 12 quarters. The position peaked at $1.35M in Q4 2020. 538 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Venturi Wealth Management reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 479 Chemed shares in Q2 2025, an estimated $295K.
  • Venturi Wealth Management first reported a position in Chemed in Q3 2020 and held it in 12 quarters.
  • Venturi Wealth Management's Chemed position peaked at $1.35M in Q4 2020.
  • 538 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.