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Colonial Trust’s Chemed CHE Stock Holding History

Colonial Trust’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 		– Sell
-3
Closed -$1.04K – 1141
2026
Q1 		$1.04K Sell
3
-3
-50% -$1.28K ﹤0.01% 1064
2025
Q4 		$2.68K Hold
6
– – ﹤0.01% 972
2025
Q3 		$2.78K Hold
6
– – ﹤0.01% 964
2025
Q2 		$2.88K Hold
6
– – ﹤0.01% 940
2025
Q1 		$3.63K Hold
6
– – ﹤0.01% 886
2024
Q4 		$3.13K Hold
6
– – ﹤0.01% 1155
2024
Q3 		$3.54K Buy
+6
New +$3.4K ﹤0.01% 927

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

Colonial Trust's CHE Position: Q2 2026 in Review

Colonial Trust sold out of Chemed (CHE) in Q2 2026, closing a stake of 3 shares — an estimated $1.04K sold.

Colonial Trust first reported a position in CHE in Q3 2024 and held it in 7 quarters. The position peaked at $3.63K in Q1 2025. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Colonial Trust reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust sold 3 Chemed shares in Q2 2026, an estimated $1.04K.
  • Colonial Trust first reported a position in Chemed in Q3 2024 and held it in 7 quarters.
  • Colonial Trust's Chemed position peaked at $3.63K in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.