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Aventura Private Wealth’s Chemed CHE Stock Holding History

Aventura Private Wealth’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 		$5.59K Hold
12
– – ﹤0.01% 683
2026
Q1 		$4.53K Hold
12
– – ﹤0.01% 667
2025
Q4 		$5.13K Hold
12
– – ﹤0.01% 599
2025
Q3 		$5.37K Buy
+12
New +$5.43K ﹤0.01% 580

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

Aventura Private Wealth's CHE Position: Q2 2026 in Review

Aventura Private Wealth held its Chemed (CHE) position steady in Q2 2026 at 12 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Aventura Private Wealth first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Aventura Private Wealth held 12 shares of Chemed worth $5.59K as of Q2 2026.
  • Aventura Private Wealth left its Chemed share count unchanged in Q2 2026.
  • Chemed made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #683 holding.
  • Aventura Private Wealth first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.