Bartlett & Co Wealth Management’s Chemed CHE Stock Holding History

Bartlett & Co Wealth 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 Q2	$105K	Hold	225	–	–	﹤0.01%	623
2026 Q1	$95.8K	Hold	225	–	–	﹤0.01%	578
2025 Q4	$96.3K	Hold	225	–	–	﹤0.01%	564
2025 Q3	$101K	Hold	225	–	–	﹤0.01%	558
2025 Q2	$110K	Sell	225 -25	-10%	-$14.2K	﹤0.01%	529
2025 Q1	$154K	Hold	250	–	–	﹤0.01%	476
2024 Q4	$132K	Hold	250	–	–	﹤0.01%	504
2024 Q3	$150K	Hold	250	–	–	﹤0.01%	486
2024 Q2	$136K	Sell	250 -25	-9%	-$14.3K	﹤0.01%	492
2024 Q1	$177K	Hold	275	–	–	﹤0.01%	466
2023 Q4	$161K	Hold	275	–	–	﹤0.01%	500
2023 Q3	$143K	Hold	275	–	–	﹤0.01%	491
2023 Q2	$149K	Sell	275 -30	-10%	-$16.4K	﹤0.01%	489
2023 Q1	$164K	Hold	305	–	–	﹤0.01%	402
2022 Q4	$156K	Hold	305	–	–	﹤0.01%	414
2022 Q3	$133K	Hold	305	–	–	﹤0.01%	425
2022 Q2	$143K	Hold	305	–	–	﹤0.01%	412
2022 Q1	$154K	Buy	+305	New	+$146K	﹤0.01%	419
2021 Q4	–	Sell	-305	Closed	-$142K	–	482
2021 Q3	$142K	Hold	305	–	–	﹤0.01%	365
2021 Q2	$145K	Hold	305	–	–	﹤0.01%	355
2021 Q1	$140K	Hold	305	–	–	﹤0.01%	361
2020 Q4	$162K	Buy	+305	New	+$150K	﹤0.01%	347

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

Bartlett & Co Wealth Management's CHE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Chemed (CHE) position steady in Q2 2026 at 225 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Bartlett & Co Wealth Management first reported a position in CHE in Q4 2020 and has held it in 22 quarters since. The position peaked at $177K in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Bartlett & Co Wealth Management held 225 shares of Chemed worth $105K as of Q2 2026.
Bartlett & Co Wealth Management left its Chemed share count unchanged in Q2 2026.
Chemed made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #623 holding.
Bartlett & Co Wealth Management first reported a position in Chemed in Q4 2020 and has held it in 22 quarters since.
Bartlett & Co Wealth Management's Chemed position peaked at $177K in Q1 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.