Concurrent Investment Advisors’s Chemed CHE Stock Holding History

Concurrent Investment Advisors’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 Q1	–	Sell	-639	Closed	-$274K	–	1951
2025 Q4	$274K	Buy	+639	New	+$278K	﹤0.01%	1458

Other funds holding CHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Concurrent Investment Advisors's CHE Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Chemed (CHE) in Q1 2026, closing a stake of 639 shares — an estimated $274K sold.

Concurrent Investment Advisors first reported a position in CHE in Q4 2025 and held it in 1 quarter. The position peaked at $274K in Q4 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Concurrent Investment Advisors reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 639 Chemed shares in Q1 2026, an estimated $274K.
Concurrent Investment Advisors first reported a position in Chemed in Q4 2025 and held it in 1 quarter.
Concurrent Investment Advisors's Chemed position peaked at $274K in Q4 2025.
489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.