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Blue Trust Inc’s Chemed CHE Stock Holding History

Blue Trust Inc’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 		$822K Buy
1,764
+127
+8% +$53.4K 0.01% 345
2026
Q1 		$618K Buy
1,637
+43
+3% +$18.4K 0.01% 420
2025
Q4 		$682K Sell
1,594
-103
-6% -$44.8K 0.01% 378
2025
Q3 		$760K Sell
1,697
-93
-5% -$42.1K 0.01% 362
2025
Q2 		$872K Buy
1,790
+145
+9% +$82.6K 0.01% 310
2025
Q1 		$1.01M Buy
1,645
+101
+7% +$57.4K 0.01% 246
2024
Q4 		$818K Sell
1,544
-331
-18% -$187K 0.01% 267
2024
Q3 		$1.02M Buy
1,875
+200
+12% +$113K 0.01% 266
2024
Q2 		$1.08M Buy
1,675
+46
+3% +$26.3K 0.01% 208
2024
Q1 		$1.05M Buy
1,629
+85
+6% +$51.6K 0.01% 174
2023
Q4 		$802K Buy
1,544
+16
+1% +$8.95K 0.01% 183
2023
Q3 		$828K Buy
1,528
+42
+3% +$21.8K 0.01% 188
2023
Q2 		$799K Sell
1,486
-92
-6% -$50.3K 0.01% 184
2023
Q1 		$805K Buy
1,578
+30
+2% +$15.3K 0.01% 213
2022
Q4 		$676K Buy
1,548
+38
+3% +$18.5K 0.01% 211
2022
Q3 		$708K Buy
1,510
+13
+0.9% +$6.25K 0.01% 172
2022
Q2 		$758K Buy
+1,497
New +$730K 0.01% 160

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

Blue Trust Inc's CHE Position: Q2 2026 in Review

Blue Trust Inc increased its Chemed (CHE) stake by 7.8% in Q2 2026, buying an estimated $53.4K and bringing the position to 1,764 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #345.

Blue Trust Inc first reported a position in CHE in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.08M in Q2 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Blue Trust Inc held 1,764 shares of Chemed worth $822K as of Q2 2026.
  • Blue Trust Inc bought 127 Chemed shares in Q2 2026, an estimated $53.4K.
  • Chemed made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #345 holding.
  • Blue Trust Inc first reported a position in Chemed in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Chemed position peaked at $1.08M in Q2 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.