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Clearstead Advisors’s Chemed CHE Stock Holding History

Clearstead 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 		$51.2K Buy
110
+98
+817% +$41.2K ﹤0.01% 1487
2026
Q1 		$4.53K Sell
12
-75
-86% -$32.1K ﹤0.01% 1755
2025
Q4 		$37.2K Sell
87
-44
-34% -$19.2K ﹤0.01% 1512
2025
Q3 		$58.7K Sell
131
-97
-43% -$43.9K ﹤0.01% 1232
2025
Q2 		$111K Buy
228
+37
+19% +$21.1K ﹤0.01% 1038
2025
Q1 		$118K Sell
191
-311
-62% -$177K ﹤0.01% 948
2024
Q4 		$266K Sell
502
-115
-19% -$64.8K ﹤0.01% 767
2024
Q3 		$371K Sell
617
-46
-7% -$26.1K 0.01% 649
2024
Q2 		$360K Buy
+663
New +$380K 0.01% 621
2024
Q1 		– Sell
-3
Closed -$1.75K – 1556
2023
Q4 		$1.75K Sell
3
-8
-73% -$4.48K ﹤0.01% 1304
2023
Q3 		$5.72K Buy
11
+8
+267% +$4.16K ﹤0.01% 1068
2023
Q2 		$1.63K Sell
3
-3
-50% -$1.64K ﹤0.01% 1190
2023
Q1 		$3.23K Buy
+6
New +$3.06K ﹤0.01% 1072
2022
Q3 		– Sell
-198
Closed -$93K – 1264
2022
Q2 		$93K Hold
198
– – 0.01% 511
2022
Q1 		$100K Hold
198
– – 0.01% 552
2021
Q4 		$105K Buy
+198
New +$95.1K 0.01% 515

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

Clearstead Advisors's CHE Position: Q2 2026 in Review

Clearstead Advisors increased its Chemed (CHE) stake by 817% in Q2 2026, buying an estimated $41.2K and bringing the position to 110 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Clearstead Advisors first reported a position in CHE in Q4 2021 and has held it in 16 quarters since. The position peaked at $371K in Q3 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Clearstead Advisors held 110 shares of Chemed worth $51.2K as of Q2 2026.
  • Clearstead Advisors bought 98 Chemed shares in Q2 2026, an estimated $41.2K.
  • Chemed made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1487 holding.
  • Clearstead Advisors first reported a position in Chemed in Q4 2021 and has held it in 16 quarters since.
  • Clearstead Advisors's Chemed position peaked at $371K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.