Clifford Capital Partners’s Chemed CHE Stock Holding History

Clifford Capital 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	$17.3M	Buy	37,099 +10,226	+38%	+$4.3M	2.38%	25
2026 Q1	$10.2M	Sell	26,873 -19,599	-42%	-$8.39M	1.69%	31
2025 Q4	$19.9M	Sell	46,472 -518	-1%	-$226K	3.38%	14
2025 Q3	$21M	Buy	46,990 +46,196	+5,818%	+$20.9M	3.64%	10
2025 Q2	$387K	Buy	794 +202	+34%	+$115K	0.07%	36
2025 Q1	$364K	Buy	+592	New	+$336K	0.07%	37

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

Clifford Capital Partners's CHE Position: Q2 2026 in Review

Clifford Capital Partners increased its Chemed (CHE) stake by 38% in Q2 2026, buying an estimated $4.3M and bringing the position to 37,099 shares worth $17.3M. The position accounts for 2.38% of the portfolio, ranked #25.

Clifford Capital Partners first reported a position in CHE in Q1 2025 and has held it in 6 quarters since. The position peaked at $21M in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Clifford Capital Partners held 37,099 shares of Chemed worth $17.3M as of Q2 2026.
Clifford Capital Partners bought 10,226 Chemed shares in Q2 2026, an estimated $4.3M.
Chemed made up 2.38% of Clifford Capital Partners's portfolio in Q2 2026, its #25 holding.
Clifford Capital Partners first reported a position in Chemed in Q1 2025 and has held it in 6 quarters since.
Clifford Capital Partners's Chemed position peaked at $21M in Q3 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Clifford Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.