CX Institutional’s Chemed CHE Stock Holding History

CX Institutional’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	$2K	Hold	4	–	–	﹤0.01%	1454
2026 Q1	$2K	Sell	4 -1	-20%	-$428	﹤0.01%	1445
2025 Q4	$2K	Buy	+5	New	+$2.18K	﹤0.01%	1358
2023 Q1	–	Sell	-6,709	Closed	-$3.42M	–	490
2022 Q4	$3.42M	Buy	+6,709	New	+$3.27M	0.21%	140

Other funds holding CHE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $167M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

CX Institutional's CHE Position: Q2 2026 in Review

CX Institutional held its Chemed (CHE) position steady in Q2 2026 at 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

CX Institutional first reported a position in CHE in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.42M in Q4 2022. 68 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

CX Institutional held 4 shares of Chemed worth $2K as of Q2 2026.
CX Institutional left its Chemed share count unchanged in Q2 2026.
Chemed made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1454 holding.
CX Institutional first reported a position in Chemed in Q4 2022 and has held it in 4 quarters since.
CX Institutional's Chemed position peaked at $3.42M in Q4 2022.
68 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.