Bard Associates’s Chemed CHE Stock Holding History

Bard Associates’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	$208K	Buy	447 +7	+2%	+$2.94K	0.05%	135
2026 Q1	$166K	Buy	+440	New	+$188K	0.04%	142

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

Bard Associates's CHE Position: Q2 2026 in Review

Bard Associates increased its Chemed (CHE) stake by 1.6% in Q2 2026, buying an estimated $2.94K and bringing the position to 447 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #135.

Bard Associates first reported a position in CHE in Q1 2026 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Bard Associates held 447 shares of Chemed worth $208K as of Q2 2026.
Bard Associates bought 7 Chemed shares in Q2 2026, an estimated $2.94K.
Chemed made up 0.05% of Bard Associates's portfolio in Q2 2026, its #135 holding.
Bard Associates first reported a position in Chemed in Q1 2026 and has held it in 2 quarters since.
530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.