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CBIZ Investment Advisory Services’s Chemed CHE Stock Holding History

CBIZ Investment Advisory Services’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 		$2.27K Hold
6
– – ﹤0.01% 323
2026
Q1 		$2.27K Sell
6
-61
-91% -$26.1K ﹤0.01% 323
2025
Q4 		$28.7K Sell
67
-1
-1% -$435 ﹤0.01% 209
2025
Q3 		$30.5K Buy
68
+5
+8% +$2.26K ﹤0.01% 192
2025
Q2 		$30.7K Buy
63
+9
+17% +$5.13K ﹤0.01% 190
2025
Q1 		$33.3K Sell
54
-2
-4% -$1.14K ﹤0.01% 153
2024
Q4 		$29.7K Buy
56
+22
+65% +$12.4K ﹤0.01% 156
2024
Q3 		$20.5K Buy
34
+2
+6% +$1.13K ﹤0.01% 185
2024
Q2 		$17.4K Sell
32
-1
-3% -$573 ﹤0.01% 187
2024
Q1 		$21.2K Buy
+33
New +$20K ﹤0.01% 171

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's CHE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Chemed (CHE) position steady in Q2 2026 at 6 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

CBIZ Investment Advisory Services first reported a position in CHE in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.3K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • CBIZ Investment Advisory Services held 6 shares of Chemed worth $2.27K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Chemed share count unchanged in Q2 2026.
  • Chemed made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #323 holding.
  • CBIZ Investment Advisory Services first reported a position in Chemed in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Chemed position peaked at $33.3K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.