Commonwealth Equity Services
CHE icon

Commonwealth Equity Services’s Chemed CHE Stock Holding History

Commonwealth Equity Services’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 		$230K Buy
+493
New +$207K ﹤0.01% 4014
2026
Q1 		– Sell
-734
Closed -$314K – 4333
2025
Q4 		$314K Buy
734
+22
+3% +$9.58K ﹤0.01% 3617
2025
Q3 		$319K Sell
712
-73
-9% -$33.1K ﹤0.01% 3581
2025
Q2 		$382K Buy
785
+102
+15% +$58.1K ﹤0.01% 3383
2025
Q1 		$421K Buy
683
+24
+4% +$13.6K ﹤0.01% 3178
2024
Q4 		$349K Sell
659
-8,520
-93% -$4.8M ﹤0.01% 3282
2024
Q3 		$5.52M Buy
9,179
+8,719
+1,895% +$4.94M 0.01% 1154
2024
Q2 		$250K Sell
460
-7
-1% -$4.01K ﹤0.01% 3462
2024
Q1 		$300K Buy
467
+30
+7% +$18.2K ﹤0.01% 3276
2023
Q4 		$256K Buy
437
+39
+10% +$21.8K ﹤0.01% 3305
2023
Q3 		$207K Sell
398
-19
-5% -$9.88K ﹤0.01% 3351
2023
Q2 		$226K Buy
+417
New +$228K ﹤0.01% 3296
2021
Q3 		– Sell
-482
Closed -$228K – 3589
2021
Q2 		$228K Buy
482
+8
+2% +$3.84K ﹤0.01% 3149
2021
Q1 		$217K Sell
474
-81
-15% -$39.7K ﹤0.01% 3063
2020
Q4 		$295K Buy
555
+19
+4% +$9.34K ﹤0.01% 2600
2020
Q3 		$257K Buy
536
+2
+0.4% +$981 ﹤0.01% 2494
2020
Q2 		$240K Sell
534
-2
-0.4% -$893 ﹤0.01% 2447
2020
Q1 		$232K Sell
536
-57
-10% -$25.5K ﹤0.01% 2255
2019
Q4 		$260K Sell
593
-46
-7% -$19.4K ﹤0.01% 2424
2019
Q3 		$266K Hold
639
– – ﹤0.01% 2346
2019
Q2 		$230K Hold
639
– – ﹤0.01% 2407
2019
Q1 		$204K Sell
639
-109
-15% -$33.5K ﹤0.01% 2449
2018
Q4 		$211K Buy
748
+89
+14% +$26.9K ﹤0.01% 2285
2018
Q3 		$210K Buy
+659
New +$210K ﹤0.01% 2463
2016
Q4 		– Sell
-6,598
Closed -$931K – 2322
2016
Q3 		$931K Sell
6,598
-46
-0.7% -$6.4K 0.01% 1045
2016
Q2 		$906K Buy
+6,644
New +$881K 0.01% 1034

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

Commonwealth Equity Services's CHE Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Chemed (CHE) in Q2 2026: 493 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #4014 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in CHE as recently as Q4 2025.

Commonwealth Equity Services first reported a position in CHE in Q2 2016 and has held it in 26 quarters since. The position peaked at $5.52M in Q3 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Commonwealth Equity Services held 493 shares of Chemed worth $230K as of Q2 2026.
  • Chemed was a new Commonwealth Equity Services position in Q2 2026.
  • Chemed made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4014 holding.
  • Commonwealth Equity Services first reported a position in Chemed in Q2 2016 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Chemed position peaked at $5.52M in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.