BWA
CHE icon

Basecamp Wealth Advisors’s Chemed CHE Stock Holding History

Basecamp Wealth Advisors’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 		$10.7K Buy
23
+7
+44% +$2.94K ﹤0.01% 992
2026
Q1 		$6.04K Buy
+16
New +$6.85K ﹤0.01% 1140

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

Basecamp Wealth Advisors's CHE Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Chemed (CHE) stake by 44% in Q2 2026, buying an estimated $2.94K and bringing the position to 23 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Basecamp Wealth Advisors 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.

  • Basecamp Wealth Advisors held 23 shares of Chemed worth $10.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 7 Chemed shares in Q2 2026, an estimated $2.94K.
  • Chemed made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #992 holding.
  • Basecamp Wealth Advisors 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 Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.