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Brogan Financial’s Chemed CHE Stock Holding History

Brogan Financial’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 		$203K Buy
537
+26
+5% +$11.1K 0.09% 56
2025
Q4 		$219K Sell
511
-136
-21% -$59.2K 0.1% 57
2025
Q3 		$290K Sell
647
-22
-3% -$9.96K 0.12% 51
2025
Q2 		$326K Buy
669
+243
+57% +$138K 0.15% 49
2025
Q1 		$262K Buy
426
+29
+7% +$16.5K 0.13% 48
2024
Q4 		$210K Buy
+397
New +$224K 0.1% 52

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Brogan Financial's CHE Position: Q1 2026 in Review

Brogan Financial increased its Chemed (CHE) stake by 5.1% in Q1 2026, buying an estimated $11.1K and bringing the position to 537 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #56.

Brogan Financial first reported a position in CHE in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q2 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Brogan Financial held 537 shares of Chemed worth $203K as of Q1 2026.
  • Brogan Financial bought 26 Chemed shares in Q1 2026, an estimated $11.1K.
  • Chemed made up 0.09% of Brogan Financial's portfolio in Q1 2026, its #56 holding.
  • Brogan Financial first reported a position in Chemed in Q4 2024 and has held it in 6 quarters since.
  • Brogan Financial's Chemed position peaked at $326K in Q2 2025.
  • 489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.