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Compass Financial Management’s Chemed CHE Stock Holding History

Compass Financial Management’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 		$52.2K Buy
+112
New +$47.1K 0.01% 682

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Compass Financial Management's CHE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Chemed (CHE) in Q2 2026: 112 shares worth $52.2K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings.

497 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Compass Financial Management held 112 shares of Chemed worth $52.2K as of Q2 2026.
  • Chemed was a new Compass Financial Management position in Q2 2026.
  • Chemed made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #682 holding.
  • 497 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.