BFPW
CHE icon

BOK Financial Private Wealth’s Chemed CHE Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-64
Closed -$27.4K – 462
2025
Q4 		$27.4K Buy
+64
New +$27.9K ﹤0.01% 338
2024
Q1 		– Sell
-4
Closed -$2.34K – 472
2023
Q4 		$2.34K Buy
+4
New +$2.24K ﹤0.01% 442

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BOK Financial Private Wealth's CHE Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Chemed (CHE) in Q1 2026, closing a stake of 64 shares — an estimated $27.4K sold.

BOK Financial Private Wealth first reported a position in CHE in Q4 2023 and held it in 2 quarters. The position peaked at $27.4K in Q4 2025. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 64 Chemed shares in Q1 2026, an estimated $27.4K.
  • BOK Financial Private Wealth first reported a position in Chemed in Q4 2023 and held it in 2 quarters.
  • BOK Financial Private Wealth's Chemed position peaked at $27.4K in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.