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Wealth Alliance’s Chemed CHE Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-635
Closed -$284K – 559
2025
Q3 		$284K Buy
635
+4
+0.6% +$1.81K 0.03% 432
2025
Q2 		$307K Buy
631
+42
+7% +$23.9K 0.03% 402
2025
Q1 		$363K Buy
589
+30
+5% +$17.1K 0.04% 351
2024
Q4 		$296K Sell
559
-26
-4% -$14.7K 0.04% 387
2024
Q3 		$352K Buy
585
+20
+4% +$11.3K 0.04% 359
2024
Q2 		$306K Sell
565
-7
-1% -$4.01K 0.04% 380
2024
Q1 		$367K Sell
572
-6
-1% -$3.65K 0.05% 346
2023
Q4 		$338K Buy
578
+17
+3% +$9.51K 0.05% 349
2023
Q3 		$292K Sell
561
-28
-5% -$14.6K 0.05% 359
2023
Q2 		$319K Buy
589
+25
+4% +$13.7K 0.05% 358
2023
Q1 		$303K Sell
564
-26
-4% -$13.3K 0.05% 360
2022
Q4 		$301K Buy
590
+38
+7% +$18.5K 0.05% 350
2022
Q3 		$241K Buy
552
+3
+0.5% +$1.44K 0.05% 379
2022
Q2 		$258K Buy
549
+67
+14% +$32.7K 0.05% 361
2022
Q1 		$244K Buy
482
+71
+17% +$34.1K 0.05% 375
2021
Q4 		$217K Buy
+411
New +$197K 0.04% 407
2021
Q3 		– Sell
-604
Closed -$286K – 434
2021
Q2 		$286K Sell
604
-30
-5% -$14.4K 0.07% 335
2021
Q1 		$292K Sell
634
-55
-8% -$27K 0.08% 296
2020
Q4 		$367K Buy
689
+48
+7% +$23.6K 0.11% 231
2020
Q3 		$308K Buy
641
+197
+44% +$96.6K 0.11% 229
2020
Q2 		$200K Buy
+444
New +$198K 0.08% 292

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wealth Alliance's CHE Position: Q4 2025 in Review

Wealth Alliance sold out of Chemed (CHE) in Q4 2025, closing a stake of 635 shares — an estimated $284K sold.

Wealth Alliance first reported a position in CHE in Q2 2020 and held it in 21 quarters. The position peaked at $367K in Q4 2020. 516 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Wealth Alliance reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 635 Chemed shares in Q4 2025, an estimated $284K.
  • Wealth Alliance first reported a position in Chemed in Q2 2020 and held it in 21 quarters.
  • Wealth Alliance's Chemed position peaked at $367K in Q4 2020.
  • 516 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.