Aureus Asset Management’s Chemed CHE Stock Holding History

Aureus Asset Management’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	–	Sell	-751	Closed	-$284K	–	243
2026 Q1	$284K	Sell	751 -171	-19%	-$73.2K	0.02%	188
2025 Q4	$394K	Hold	922	–	–	0.03%	149
2025 Q3	$413K	Sell	922 -34,465	-97%	-$15.6M	0.03%	144
2025 Q2	$17.2M	Buy	35,387 +2,349	+7%	+$1.34M	1.1%	29
2025 Q1	$20.3M	Buy	33,038 +5,054	+18%	+$2.87M	1.42%	27
2024 Q4	$14.8M	Sell	27,984 -1,955	-7%	-$1.1M	0.96%	32
2024 Q3	$18M	Buy	29,939 +29,017	+3,147%	+$16.4M	1.18%	31
2024 Q2	$500K	Hold	922	–	–	0.04%	120
2024 Q1	$592K	Hold	922	–	–	0.04%	111
2023 Q4	$539K	Hold	922	–	–	0.04%	112
2023 Q3	$479K	Buy	+922	New	+$479K	0.04%	120

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 $3.37T AUM 44.26% 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

Aureus Asset Management's CHE Position: Q2 2026 in Review

Aureus Asset Management sold out of Chemed (CHE) in Q2 2026, closing a stake of 751 shares — an estimated $284K sold.

Aureus Asset Management first reported a position in CHE in Q3 2023 and held it in 11 quarters. The position peaked at $20.3M in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Aureus Asset Management reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
Aureus Asset Management sold 751 Chemed shares in Q2 2026, an estimated $284K.
Aureus Asset Management first reported a position in Chemed in Q3 2023 and held it in 11 quarters.
Aureus Asset Management's Chemed position peaked at $20.3M in Q1 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.