Compass Financial Management
CHE icon

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
Q3 		$7.58K Sell
15
-97
-87% -$50.1K ﹤0.01% 1189
2026
Q2 		$52.2K Buy
+112
New +$47.1K 0.01% 682

Other funds holding CHE

BlackRock
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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Compass Financial Management's CHE Position: Q3 2026 in Review

Compass Financial Management reduced its Chemed (CHE) stake by 87% in Q3 2026, selling an estimated $50.1K and leaving 15 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Compass Financial Management first reported a position in CHE in Q2 2026 and has held it in 2 quarters since. The position peaked at $52.2K in Q2 2026. 439 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Compass Financial Management held 15 shares of Chemed worth $7.58K as of Q3 2026.
  • Compass Financial Management sold 97 Chemed shares in Q3 2026, an estimated $50.1K.
  • Chemed made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1189 holding.
  • Compass Financial Management first reported a position in Chemed in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Chemed position peaked at $52.2K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.