Capstone Investment Advisors’s Chemed CHE Stock Holding History

Capstone Investment Advisors’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	$403K	Buy	+1,066	New	+$457K	﹤0.01%	1241
2025 Q3	–	Sell	-711	Closed	-$346K	–	1924
2025 Q2	$346K	Buy	+711	New	+$405K	﹤0.01%	1325
2024 Q3	–	Sell	-1,383	Closed	-$750K	–	1947
2024 Q2	$750K	Buy	1,383 +136	+11%	+$77.9K	﹤0.01%	1108
2024 Q1	$800K	Sell	1,247 -594	-32%	-$361K	﹤0.01%	1276
2023 Q4	$1.08M	Buy	1,841 +553	+43%	+$309K	﹤0.01%	1029
2023 Q3	$669K	Buy	+1,288	New	+$670K	﹤0.01%	1170
2017 Q4	–	Sell	-1,200	Closed	-$242K	–	517
2017 Q3	$242K	Buy	1,200 +199	+20%	+$39.1K	0.01%	436
2017 Q2	$204K	Sell	1,001 -3,204	-76%	-$638K	0.01%	563
2017 Q1	$768K	Buy	+4,205	New	+$733K	0.02%	491
2016 Q4	–	Sell	-4,430	Closed	-$624K	–	939
2016 Q3	$624K	Buy	+4,430	New	+$617K	0.01%	477

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capstone Investment Advisors's CHE Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Chemed (CHE) in Q1 2026: 1,066 shares worth $403K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CHE as recently as Q2 2025.

Capstone Investment Advisors first reported a position in CHE in Q3 2016 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2023. 490 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Capstone Investment Advisors held 1,066 shares of Chemed worth $403K as of Q1 2026.
Chemed was a new Capstone Investment Advisors position in Q1 2026.
Chemed made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1241 holding.
Capstone Investment Advisors first reported a position in Chemed in Q3 2016 and has held it in 10 quarters since.
Capstone Investment Advisors's Chemed position peaked at $1.08M in Q4 2023.
490 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.