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Action Point Financial Planning’s Chemed CHE Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$4.19K Buy
+9
New +$3.78K ﹤0.01% 1892

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Action Point Financial Planning's CHE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Chemed (CHE) in Q2 2026: 9 shares worth $4.19K. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings.

528 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Action Point Financial Planning held 9 shares of Chemed worth $4.19K as of Q2 2026.
  • Chemed was a new Action Point Financial Planning position in Q2 2026.
  • Chemed made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1892 holding.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.