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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Aureus Asset Management's CHE Position: Q1 2026 in Review

Aureus Asset Management reduced its Chemed (CHE) stake by 19% in Q1 2026, selling an estimated $73.2K and leaving 751 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #188.

Aureus Asset Management first reported a position in CHE in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.3M in Q1 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Aureus Asset Management held 751 shares of Chemed worth $284K as of Q1 2026.
Aureus Asset Management sold 171 Chemed shares in Q1 2026, an estimated $73.2K.
Chemed made up 0.02% of Aureus Asset Management's portfolio in Q1 2026, its #188 holding.
Aureus Asset Management first reported a position in Chemed in Q3 2023 and has held it in 11 quarters since.
Aureus Asset Management's Chemed position peaked at $20.3M in Q1 2025.
489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.