Capstone Wealth Management (Alabama)’s Chemed CHE Stock Holding History

Capstone Wealth Management (Alabama)’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	$237K	Buy	+509	New	+$214K	0.11%	156

Other funds holding CHE

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s CHE Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Chemed (CHE) in Q2 2026: 509 shares worth $237K. The stake represents 0.11% of the portfolio and ranks #156 among its holdings.

161 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Capstone Wealth Management (Alabama) held 509 shares of Chemed worth $237K as of Q2 2026.
Chemed was a new Capstone Wealth Management (Alabama) position in Q2 2026.
Chemed made up 0.11% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #156 holding.
161 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.