Callan Family Office’s Chemed CHE Stock Holding History

Callan Family Office’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	$301K	Buy	646 +51	+9%	+$21.4K	0.01%	1004
2026 Q1	$225K	Sell	595 -24	-4%	-$10.3K	0.01%	1032
2025 Q4	$265K	Buy	+619	New	+$269K	0.01%	966
2025 Q3	–	Sell	-520	Closed	-$253K	–	863
2025 Q2	$253K	Buy	+520	New	+$296K	0.01%	820

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Callan Family Office's CHE Position: Q2 2026 in Review

Callan Family Office increased its Chemed (CHE) stake by 8.6% in Q2 2026, buying an estimated $21.4K and bringing the position to 646 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1004.

Callan Family Office first reported a position in CHE in Q2 2025 and has held it in 4 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Callan Family Office held 646 shares of Chemed worth $301K as of Q2 2026.
Callan Family Office bought 51 Chemed shares in Q2 2026, an estimated $21.4K.
Chemed made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1004 holding.
Callan Family Office first reported a position in Chemed in Q2 2025 and has held it in 4 quarters since.
530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.