Centerpoint Advisors’s Chemed CHE Stock Holding History

Centerpoint 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 Q2	$19K	Hold	41	–	–	0.01%	270
2026 Q1	$15K	Hold	41	–	–	﹤0.01%	283
2025 Q4	$18K	Hold	41	–	–	0.01%	266
2025 Q3	$18K	Buy	41 +6	+17%	+$2.72K	0.01%	271
2025 Q2	$17K	Hold	35	–	–	0.01%	274
2025 Q1	$22K	Hold	35	–	–	0.01%	227
2024 Q4	$19K	Buy	35 +6	+21%	+$3.38K	0.01%	269
2024 Q3	$17K	Hold	29	–	–	0.01%	305
2024 Q2	$16K	Hold	29	–	–	0.01%	296
2024 Q1	$19K	Hold	29	–	–	0.01%	252
2023 Q4	$17K	Hold	29	–	–	0.01%	272
2023 Q3	$15K	Sell	29 -1	-3%	-$520	0.01%	283
2023 Q2	$16K	Hold	30	–	–	0.01%	289
2023 Q1	$16K	Sell	30 -9	-23%	-$4.59K	0.01%	296
2022 Q4	$20K	Buy	+39	New	+$19K	0.01%	202

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

Centerpoint Advisors's CHE Position: Q2 2026 in Review

Centerpoint Advisors held its Chemed (CHE) position steady in Q2 2026 at 41 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #270.

Centerpoint Advisors first reported a position in CHE in Q4 2022 and has held it in 15 quarters since. The position peaked at $22K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Centerpoint Advisors held 41 shares of Chemed worth $19K as of Q2 2026.
Centerpoint Advisors left its Chemed share count unchanged in Q2 2026.
Chemed made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #270 holding.
Centerpoint Advisors first reported a position in Chemed in Q4 2022 and has held it in 15 quarters since.
Centerpoint Advisors's Chemed position peaked at $22K in Q1 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.