Cornerstone Planning Group
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
Q3 		– Sell
-47
Closed -$23.7K – 428
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Strong Retirement Solutions
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Cornerstone Planning Group's CHE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Chemed (CHE) in Q3 2026, closing a stake of 47 shares — an estimated $23.7K sold.

Cornerstone Planning Group first reported a position in CHE in Q4 2022 and held it in 14 quarters. The position peaked at $23.7K in Q2 2026. 94 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Chemed position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 47 Chemed shares in Q3 2026, an estimated $23.7K.
  • Cornerstone Planning Group first reported a position in Chemed in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Chemed position peaked at $23.7K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.