C
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Covestor’s Chemed CHE Stock Holding History

Covestor’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 		$88K Sell
189
-30
-14% -$12.6K 0.05% 431
2026
Q1 		$83K Sell
219
-156
-42% -$66.8K 0.06% 381
2025
Q4 		$160K Buy
375
+116
+45% +$50.5K 0.08% 305
2025
Q3 		$116K Buy
259
+36
+16% +$16.3K 0.06% 493
2025
Q2 		$109K Sell
223
-54
-19% -$30.8K 0.06% 502
2025
Q1 		$171K Buy
277
+30
+12% +$17.1K 0.11% 203
2024
Q4 		$131K Hold
247
– – 0.08% 356
2024
Q3 		$149K Buy
247
+11
+5% +$6.24K 0.09% 308
2024
Q2 		$128K Buy
236
+17
+8% +$9.74K 0.08% 358
2024
Q1 		$141K Buy
219
+21
+11% +$12.8K 0.09% 309
2023
Q4 		$116K Buy
198
+54
+38% +$30.2K 0.08% 398
2023
Q3 		$75K Buy
144
+31
+27% +$16.1K 0.06% 580
2023
Q2 		$61K Buy
113
+87
+335% +$47.6K 0.05% 692
2023
Q1 		$14K Hold
26
– – 0.01% 1139
2022
Q4 		$13K Hold
26
– – 0.01% 1185
2022
Q3 		$12K Sell
26
-203
-89% -$97.6K 0.01% 1177
2022
Q2 		$108K Sell
229
-30
-12% -$14.6K 0.09% 371
2022
Q1 		$131K Buy
259
+123
+90% +$59K 0.09% 342
2021
Q4 		$72K Buy
+136
New +$65.3K 0.1% 320

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

Covestor's CHE Position: Q2 2026 in Review

Covestor reduced its Chemed (CHE) stake by 14% in Q2 2026, selling an estimated $12.6K and leaving 189 shares worth $88K. The position accounts for 0.05% of the portfolio, ranked #431.

Covestor first reported a position in CHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $171K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Covestor held 189 shares of Chemed worth $88K as of Q2 2026.
  • Covestor sold 30 Chemed shares in Q2 2026, an estimated $12.6K.
  • Chemed made up 0.05% of Covestor's portfolio in Q2 2026, its #431 holding.
  • Covestor first reported a position in Chemed in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Chemed position peaked at $171K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.