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Wealthspire Advisors (New York)’s Chemed CHE Stock Holding History

Wealthspire Advisors (New York)’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
-57
Closed -$25.5K – 1360
2025
Q3 		$25.5K Buy
+57
New +$25.8K ﹤0.01% 1547

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
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 $3.37T AUM 44.26% 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 $115B AUM 41.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s CHE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Chemed (CHE) in Q4 2025, closing a stake of 57 shares — an estimated $25.5K sold.

Wealthspire Advisors (New York) first reported a position in CHE in Q3 2025 and held it in 1 quarter. The position peaked at $25.5K in Q3 2025. 517 funds tracked by Wall St. Rank hold CHE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Chemed position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 57 Chemed shares in Q4 2025, an estimated $25.5K.
  • Wealthspire Advisors (New York) first reported a position in Chemed in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Chemed position peaked at $25.5K in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Chemed as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.