Allworth Financial’s Chemed CHE Stock Holding History

Allworth Financial’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	$348K	Buy	748 +275	+58%	+$116K	﹤0.01%	1182
2026 Q1	$179K	Buy	473 +77	+19%	+$33K	﹤0.01%	1477
2025 Q4	$169K	Buy	396 +97	+32%	+$42.2K	﹤0.01%	1423
2025 Q3	$134K	Buy	299 +111	+59%	+$50.3K	﹤0.01%	1504
2025 Q2	$91.5K	Buy	188 +32	+21%	+$18.2K	﹤0.01%	1596
2025 Q1	$85.3K	Buy	156 +5	+3%	+$2.84K	﹤0.01%	1309
2024 Q4	$83.2K	Buy	151 +144	+2,057%	+$81.2K	﹤0.01%	1347
2024 Q3	$4.21K	Sell	7 -2	-22%	-$1.13K	﹤0.01%	2645
2024 Q2	$4.89K	Buy	+9	New	+$5.16K	﹤0.01%	2533
2024 Q1	–	Sell	-2	Closed	-$1.17K	–	3616
2023 Q4	$1.17K	Sell	2 -4	-67%	-$2.24K	﹤0.01%	2901
2023 Q3	$3.12K	Buy	6 +3	+100%	+$1.56K	﹤0.01%	2336
2023 Q2	$1.63K	Hold	3	–	–	﹤0.01%	2569
2023 Q1	$1.61K	Buy	+3	New	+$1.53K	﹤0.01%	2498

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Allworth Financial's CHE Position: Q2 2026 in Review

Allworth Financial increased its Chemed (CHE) stake by 58% in Q2 2026, buying an estimated $116K and bringing the position to 748 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Allworth Financial first reported a position in CHE in Q1 2023 and has held it in 13 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Allworth Financial held 748 shares of Chemed worth $348K as of Q2 2026.
Allworth Financial bought 275 Chemed shares in Q2 2026, an estimated $116K.
Chemed made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1182 holding.
Allworth Financial first reported a position in Chemed in Q1 2023 and has held it in 13 quarters since.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.