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Cape Investment Advisory’s Chemed CHE Stock Holding History

Cape Investment Advisory’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 		$75K Buy
+161
New +$67.7K 0.02% 397
2026
Q1 		– Sell
-162
Closed -$69.3K – 375
2025
Q4 		$69.3K Buy
+162
New +$70.5K 0.02% 358

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

Cape Investment Advisory's CHE Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Chemed (CHE) in Q2 2026: 161 shares worth $75K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CHE as recently as Q4 2025.

Cape Investment Advisory first reported a position in CHE in Q4 2025 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Cape Investment Advisory held 161 shares of Chemed worth $75K as of Q2 2026.
  • Chemed was a new Cape Investment Advisory position in Q2 2026.
  • Chemed made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #397 holding.
  • Cape Investment Advisory first reported a position in Chemed in Q4 2025 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.