Corient Private Wealth
CHE icon

Corient Private Wealth’s Chemed CHE Stock Holding History

Corient Private Wealth’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 		$2.27M Buy
4,882
+1,488
+44% +$626K ﹤0.01% 1319
2026
Q1 		$1.28M Sell
3,394
-817
-19% -$350K ﹤0.01% 1503
2025
Q4 		$1.8M Sell
4,211
-1,356
-24% -$590K ﹤0.01% 1211
2025
Q3 		$745K Buy
5,567
+3,316
+147% +$1.5M ﹤0.01% 1575
2025
Q2 		$1.1M Buy
2,251
+114
+5% +$65K ﹤0.01% 1320
2025
Q1 		$1.31M Sell
2,137
-151
-7% -$85.8K ﹤0.01% 1164
2024
Q4 		$1.21M Sell
2,288
-426
-16% -$240K ﹤0.01% 1232
2024
Q3 		$1.63M Buy
2,714
+31
+1% +$17.6K ﹤0.01% 1190
2024
Q2 		$1.46M Sell
2,683
-24
-0.9% -$13.7K ﹤0.01% 1176
2024
Q1 		$1.74M Sell
2,707
-34
-1% -$20.7K ﹤0.01% 1087
2023
Q4 		$1.6M Buy
2,741
+200
+8% +$112K ﹤0.01% 1103
2023
Q3 		$1.32M Buy
2,541
+729
+40% +$379K ﹤0.01% 1092
2023
Q2 		$982K Sell
1,812
-7
-0.4% -$3.83K ﹤0.01% 1157
2023
Q1 		$978K Buy
1,819
+1,011
+125% +$516K ﹤0.01% 1096
2022
Q4 		$412K Buy
+808
New +$393K ﹤0.01% 1212

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

Corient Private Wealth's CHE Position: Q2 2026 in Review

Corient Private Wealth increased its Chemed (CHE) stake by 44% in Q2 2026, buying an estimated $626K and bringing the position to 4,882 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Corient Private Wealth first reported a position in CHE in Q4 2022 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Corient Private Wealth held 4,882 shares of Chemed worth $2.27M as of Q2 2026.
  • Corient Private Wealth bought 1,488 Chemed shares in Q2 2026, an estimated $626K.
  • Chemed made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1319 holding.
  • Corient Private Wealth first reported a position in Chemed in Q4 2022 and has held it in 15 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.