AW
CHE icon

Avion Wealth’s Chemed CHE Stock Holding History

Avion 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 		$0 Buy
+2
New +$841 ﹤0.01% 1469
2025
Q4 		– Sell
-4
Closed -$1K – 1280
2025
Q3 		$1K Buy
4
+1
+33% +$453 ﹤0.01% 966
2025
Q2 		$1K Buy
3
+1
+50% +$570 ﹤0.01% 926
2025
Q1 		$1K Hold
2
– – ﹤0.01% 824
2024
Q4 		$1K Hold
2
– – ﹤0.01% 821
2024
Q3 		$1K Hold
2
– – ﹤0.01% 773
2024
Q2 		$1K Sell
2
-2
-50% -$1.15K ﹤0.01% 697
2024
Q1 		$3K Buy
4
+2
+100% +$1.22K ﹤0.01% 540
2023
Q4 		$1K Hold
2
– – ﹤0.01% 719
2023
Q3 		$1K Buy
2
+1
+100% +$520 ﹤0.01% 582
2023
Q2 		$0 Buy
+1
New +$547 ﹤0.01% 750

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 $3.37T AUM 44.26% 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

Avion Wealth's CHE Position: Q2 2026 in Review

Avion Wealth opened a new position in Chemed (CHE) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Avion Wealth previously reported a position in CHE as recently as Q3 2025.

Avion Wealth first reported a position in CHE in Q2 2023 and has held it in 11 quarters since. The position peaked at $3K in Q1 2024. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Avion Wealth held 2 shares of Chemed worth $0 as of Q2 2026.
  • Chemed was a new Avion Wealth position in Q2 2026.
  • Chemed made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1469 holding.
  • Avion Wealth first reported a position in Chemed in Q2 2023 and has held it in 11 quarters since.
  • Avion Wealth's Chemed position peaked at $3K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.