Avantax Planning Partners’s Chemed CHE Stock Holding History

Avantax Planning Partners’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	$200K	Buy	+430	New	+$181K	0.01%	448
2025 Q3	–	Sell	-508	Closed	-$247K	–	440
2025 Q2	$247K	Sell	508 -4	-0.8%	-$2.28K	0.01%	391
2025 Q1	$315K	Buy	512 +1	+0.2%	+$568	0.01%	329
2024 Q4	$271K	Sell	511 -57	-10%	-$32.1K	0.01%	355
2024 Q3	$341K	Buy	+568	New	+$322K	0.01%	311
2018 Q4	–	Sell	-22	Closed	-$7K	–	433
2018 Q3	$7K	Buy	+22	New	+$7.01K	﹤0.01%	967
2018 Q2	–	Sell	-44	Closed	-$12K	–	444
2018 Q1	$12K	Buy	+44	New	+$11.7K	﹤0.01%	962

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

Avantax Planning Partners's CHE Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Chemed (CHE) in Q2 2026: 430 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in CHE as recently as Q2 2025.

Avantax Planning Partners first reported a position in CHE in Q1 2018 and has held it in 7 quarters since. The position peaked at $341K in Q3 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Avantax Planning Partners held 430 shares of Chemed worth $200K as of Q2 2026.
Chemed was a new Avantax Planning Partners position in Q2 2026.
Chemed made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #448 holding.
Avantax Planning Partners first reported a position in Chemed in Q1 2018 and has held it in 7 quarters since.
Avantax Planning Partners's Chemed position peaked at $341K in Q3 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.