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Bay Harbor Wealth Management’s Chemed CHE Stock Holding History

Bay Harbor 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 		$931 Buy
+2
New +$841 ﹤0.01% 895
2026
Q1 		– Sell
-1
Closed -$427 – 1307
2025
Q4 		$427 Buy
+1
New +$435 ﹤0.01% 915

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

Bay Harbor Wealth Management's CHE Position: Q2 2026 in Review

Bay Harbor Wealth Management opened a new position in Chemed (CHE) in Q2 2026: 2 shares worth $931. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Bay Harbor Wealth Management previously reported a position in CHE as recently as Q4 2025.

Bay Harbor Wealth Management first reported a position in CHE in Q4 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of Chemed worth $931 as of Q2 2026.
  • Chemed was a new Bay Harbor Wealth Management position in Q2 2026.
  • Chemed made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #895 holding.
  • Bay Harbor Wealth Management first reported a position in Chemed in Q4 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.