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Annis Gardner Whiting Capital Advisors’s Chemed CHE Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$229K Buy
+492
New +$207K 0.03% 317
2024
Q3 		– Sell
-19
Closed -$10.3K – 779
2024
Q2 		$10.3K Hold
19
– – ﹤0.01% 681
2024
Q1 		$12.2K Buy
+19
New +$11.5K ﹤0.01% 641

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's CHE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Chemed (CHE) in Q2 2026: 492 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #317 among its holdings. This is a return to the name: Annis Gardner Whiting Capital Advisors previously reported a position in CHE as recently as Q2 2024.

Annis Gardner Whiting Capital Advisors first reported a position in CHE in Q1 2024 and has held it in 3 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 492 shares of Chemed worth $229K as of Q2 2026.
  • Chemed was a new Annis Gardner Whiting Capital Advisors position in Q2 2026.
  • Chemed made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #317 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Chemed in Q1 2024 and has held it in 3 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.