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Bell Investment Advisors’s Chemed CHE Stock Holding History

Bell Investment 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 		– Sell
-1
Closed -$378 – 1835
2026
Q1 		$378 Sell
1
-1
-50% -$428 ﹤0.01% 1823
2025
Q4 		$856 Buy
2
+1
+100% +$435 ﹤0.01% 1584
2025
Q3 		$448 Hold
1
– – ﹤0.01% 1800
2025
Q2 		$487 Sell
1
-2
-67% -$1.14K ﹤0.01% 1769
2025
Q1 		$1.85K Buy
3
+1
+50% +$568 ﹤0.01% 1331
2024
Q4 		$1.06K Buy
2
+1
+100% +$564 ﹤0.01% 1560
2024
Q3 		$601 Sell
1
-1
-50% -$567 ﹤0.01% 1737
2024
Q2 		$1.09K Hold
2
– – ﹤0.01% 1592
2024
Q1 		$1.28K Hold
2
– – ﹤0.01% 1525
2023
Q4 		$1.17K Hold
2
– – ﹤0.01% 1539
2023
Q3 		$1.04K Sell
2
-1
-33% -$520 ﹤0.01% 1557
2023
Q2 		$1.63K Hold
3
– – ﹤0.01% 1396
2023
Q1 		$1.61K Buy
3
+2
+200% +$1.02K ﹤0.01% 1369
2022
Q4 		$510 Sell
1
-1
-50% -$487 ﹤0.01% 1824
2022
Q3 		$1K Buy
2
+1
+100% +$481 ﹤0.01% 1346
2022
Q2 		$0 Buy
+1
New +$488 ﹤0.01% 1737
2021
Q4 		$2K Sell
4
-2
-33% -$960 ﹤0.01% 1107
2021
Q3 		$3K Buy
+6
New +$2.83K ﹤0.01% 890

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's CHE Position: Q2 2026 in Review

Bell Investment Advisors sold out of Chemed (CHE) in Q2 2026, closing a stake of 1 share — an estimated $378 sold.

Bell Investment Advisors first reported a position in CHE in Q3 2021 and held it in 18 quarters. The position peaked at $3K in Q3 2021. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Bell Investment Advisors reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 1 Chemed share in Q2 2026, an estimated $378.
  • Bell Investment Advisors first reported a position in Chemed in Q3 2021 and held it in 18 quarters.
  • Bell Investment Advisors's Chemed position peaked at $3K in Q3 2021.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.