CVA Family Office’s Chemed CHE Stock Holding History

CVA Family Office’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	$8.38K	Buy	18 +6	+50%	+$2.52K	﹤0.01%	1072
2026 Q1	$4.53K	Buy	+12	New	+$5.14K	﹤0.01%	1268
2025 Q4	–	Sell	-3	Closed	-$1.34K	–	1299
2025 Q3	$1.34K	Buy	+3	New	+$1.36K	﹤0.01%	1068
2025 Q2	–	Sell	-1	Closed	-$615	–	1318
2025 Q1	$615	Sell	1 -11	-92%	-$6.25K	﹤0.01%	1187
2024 Q4	$6.36K	Hold	12	–	–	﹤0.01%	850
2024 Q3	$7.21K	Hold	12	–	–	﹤0.01%	803
2024 Q2	$6.51K	Hold	12	–	–	﹤0.01%	799
2024 Q1	$7.7K	Hold	12	–	–	﹤0.01%	786
2023 Q4	$7.02K	Buy	+12	New	+$6.71K	﹤0.01%	773
2023 Q3	–	Sell	-21	Closed	-$11.4K	–	356
2023 Q2	$11.4K	Buy	21 +9	+75%	+$4.92K	﹤0.01%	707
2023 Q1	$6.45K	Hold	12	–	–	﹤0.01%	740
2022 Q4	$6.13K	Hold	12	–	–	﹤0.01%	718
2022 Q3	$5K	Hold	12	–	–	﹤0.01%	716
2022 Q2	$6K	Hold	12	–	–	﹤0.01%	712
2022 Q1	$6K	Hold	12	–	–	﹤0.01%	741
2021 Q4	$6K	Buy	+12	New	+$5.76K	﹤0.01%	715
2021 Q3	–	Sell	-18	Closed	-$9K	–	453
2021 Q2	$9K	Buy	18 +6	+50%	+$2.88K	﹤0.01%	669
2021 Q1	$6K	Buy	+12	New	+$5.88K	﹤0.01%	589

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CVA Family Office's CHE Position: Q2 2026 in Review

CVA Family Office increased its Chemed (CHE) stake by 50% in Q2 2026, buying an estimated $2.52K and bringing the position to 18 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

CVA Family Office first reported a position in CHE in Q1 2021 and has held it in 18 quarters since. The position peaked at $11.4K in Q2 2023. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

CVA Family Office held 18 shares of Chemed worth $8.38K as of Q2 2026.
CVA Family Office bought 6 Chemed shares in Q2 2026, an estimated $2.52K.
Chemed made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1072 holding.
CVA Family Office first reported a position in Chemed in Q1 2021 and has held it in 18 quarters since.
CVA Family Office's Chemed position peaked at $11.4K in Q2 2023.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.