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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
Q2 		$265K Buy
568
+31
+6% +$13K 0.11% 53
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 $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

Brogan Financial's CHE Position: Q2 2026 in Review

Brogan Financial increased its Chemed (CHE) stake by 5.8% in Q2 2026, buying an estimated $13K and bringing the position to 568 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #53.

Brogan Financial first reported a position in CHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q2 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Brogan Financial held 568 shares of Chemed worth $265K as of Q2 2026.
  • Brogan Financial bought 31 Chemed shares in Q2 2026, an estimated $13K.
  • Chemed made up 0.11% of Brogan Financial's portfolio in Q2 2026, its #53 holding.
  • Brogan Financial first reported a position in Chemed in Q4 2024 and has held it in 7 quarters since.
  • Brogan Financial's Chemed position peaked at $326K in Q2 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.