Cerity Partners
CHE icon

Cerity Partners’s Chemed CHE Stock Holding History

Cerity Partners’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 		$13.1M Buy
28,125
+18,303
+186% +$7.7M 0.02% 636
2026
Q1 		$3.71M Buy
9,822
+1,611
+20% +$690K 0.01% 1158
2025
Q4 		$3.51M Buy
8,211
+2,204
+37% +$959K 0.01% 1090
2025
Q3 		$2.69M Buy
6,007
+1,556
+35% +$705K ﹤0.01% 1150
2025
Q2 		$2.17M Buy
4,451
+3,133
+238% +$1.79M ﹤0.01% 1180
2025
Q1 		$811K Buy
1,318
+359
+37% +$204K ﹤0.01% 1523
2024
Q4 		$522K Buy
959
+110
+13% +$62K ﹤0.01% 1731
2024
Q3 		$510K Buy
849
+200
+31% +$113K ﹤0.01% 1761
2024
Q2 		$352K Sell
649
-462
-42% -$265K ﹤0.01% 1727
2024
Q1 		$713K Buy
1,111
+168
+18% +$102K ﹤0.01% 1432
2023
Q4 		$551K Buy
943
+499
+112% +$279K ﹤0.01% 1233
2023
Q3 		$231K Sell
444
-140
-24% -$72.8K ﹤0.01% 1240
2023
Q2 		$316K Sell
584
-16
-3% -$8.75K ﹤0.01% 1370
2023
Q1 		$324K Buy
600
+75
+14% +$38.2K ﹤0.01% 1504
2022
Q4 		$268K Buy
+525
New +$256K ﹤0.01% 1194
2022
Q1 		– Sell
-401
Closed -$215K – 967
2021
Q4 		$215K Buy
+401
New +$193K ﹤0.01% 909
2017
Q2 		– Sell
-2,248
Closed -$411K – 353
2017
Q1 		$411K Buy
+2,248
New +$392K 0.03% 279

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

Cerity Partners's CHE Position: Q2 2026 in Review

Cerity Partners increased its Chemed (CHE) stake by 186% in Q2 2026, buying an estimated $7.7M and bringing the position to 28,125 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #636.

Cerity Partners first reported a position in CHE in Q1 2017 and has held it in 17 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Cerity Partners held 28,125 shares of Chemed worth $13.1M as of Q2 2026.
  • Cerity Partners bought 18,303 Chemed shares in Q2 2026, an estimated $7.7M.
  • Chemed made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #636 holding.
  • Cerity Partners first reported a position in Chemed in Q1 2017 and has held it in 17 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.