Cetera Investment Advisers
CHE icon

Cetera Investment Advisers’s Chemed CHE Stock Holding History

Cetera Investment Advisers’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 		$1.38M Sell
2,961
-283
-9% -$119K ﹤0.01% 2729
2026
Q1 		$1.23M Buy
3,244
+158
+5% +$67.7K ﹤0.01% 2724
2025
Q4 		$1.32M Sell
3,086
-3,407
-52% -$1.48M ﹤0.01% 2591
2025
Q3 		$2.91M Buy
6,493
+4,753
+273% +$2.15M ﹤0.01% 1854
2025
Q2 		$847K Buy
1,740
+25
+1% +$14.2K ﹤0.01% 2523
2025
Q1 		$1.06M Buy
1,715
+100
+6% +$56.8K ﹤0.01% 2218
2024
Q4 		$856K Sell
1,615
-1,358
-46% -$766K ﹤0.01% 2273
2024
Q3 		$1.79M Buy
2,973
+1,391
+88% +$789K ﹤0.01% 1699
2024
Q2 		$858K Buy
1,582
+27
+2% +$15.5K ﹤0.01% 2191
2024
Q1 		$998K Buy
1,555
+1,140
+275% +$693K ﹤0.01% 2068
2023
Q4 		$243K Sell
415
-14
-3% -$7.83K ﹤0.01% 1919
2023
Q3 		$223K Buy
429
+10
+2% +$5.2K ﹤0.01% 1915
2023
Q2 		$227K Buy
419
+25
+6% +$13.7K ﹤0.01% 1911
2023
Q1 		$212K Buy
+394
New +$201K ﹤0.01% 1920
2021
Q4 		– Sell
-635
Closed -$295K – 1866
2021
Q3 		$295K Sell
635
-372
-37% -$175K ﹤0.01% 1449
2021
Q2 		$478K Buy
1,007
+152
+18% +$73K 0.01% 1147
2021
Q1 		$393K Buy
855
+402
+89% +$197K 0.01% 1104
2020
Q4 		$241K Buy
+453
New +$223K ﹤0.01% 1365

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

Cetera Investment Advisers's CHE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Chemed (CHE) stake by 8.7% in Q2 2026, selling an estimated $119K and leaving 2,961 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Cetera Investment Advisers first reported a position in CHE in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.91M in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Cetera Investment Advisers held 2,961 shares of Chemed worth $1.38M as of Q2 2026.
  • Cetera Investment Advisers sold 283 Chemed shares in Q2 2026, an estimated $119K.
  • Chemed made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2729 holding.
  • Cetera Investment Advisers first reported a position in Chemed in Q4 2020 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Chemed position peaked at $2.91M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.