CPG
CHE icon

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
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 $5.7T 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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return