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Cornerstone Planning Group’s Chemed CHE Stock Holding History

Cornerstone Planning Group’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 		$23.7K Buy
47
+1
+2% +$420 ﹤0.01% 614
2026
Q1 		$19.3K Sell
46
-1
-2% -$428 ﹤0.01% 683
2025
Q4 		$20.3K Hold
47
– – ﹤0.01% 586
2025
Q3 		$21.4K Buy
47
+42
+840% +$19K ﹤0.01% 558
2025
Q2 		$2.14K Sell
5
-7
-58% -$3.99K ﹤0.01% 928
2025
Q1 		$7.03K Buy
12
+10
+500% +$5.68K ﹤0.01% 646
2024
Q4 		$1.15K Hold
2
– – ﹤0.01% 929
2024
Q3 		$1.22K Hold
2
– – ﹤0.01% 894
2024
Q2 		$1.14K Hold
2
– – ﹤0.01% 908
2024
Q1 		$1.12K Hold
2
– – ﹤0.01% 757
2023
Q4 		$1.17K Hold
2
– – ﹤0.01% 699
2023
Q3 		$1.04K Sell
2
-8
-80% -$4.16K ﹤0.01% 779
2023
Q2 		$5.42K Buy
+10
New +$5.47K ﹤0.01% 865
2022
Q4 		$5K Buy
+10
New +$4.87K ﹤0.01% 886

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

Cornerstone Planning Group's CHE Position: Q2 2026 in Review

Cornerstone Planning Group increased its Chemed (CHE) stake by 2.2% in Q2 2026, buying an estimated $420 and bringing the position to 47 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Cornerstone Planning Group first reported a position in CHE in Q4 2022 and has held it in 14 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Cornerstone Planning Group held 47 shares of Chemed worth $23.7K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Chemed share in Q2 2026, an estimated $420.
  • Chemed made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #614 holding.
  • Cornerstone Planning Group first reported a position in Chemed in Q4 2022 and has held it in 14 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.