CX Institutional
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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
Q3 		$2K Hold
4
– – ﹤0.01% 1542
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

CX Institutional's CHE Position: Q3 2026 in Review

CX Institutional held its Chemed (CHE) position steady in Q3 2026 at 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

CX Institutional first reported a position in CHE in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.42M in Q4 2022. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • CX Institutional held 4 shares of Chemed worth $2K as of Q3 2026.
  • CX Institutional left its Chemed share count unchanged in Q3 2026.
  • Chemed made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1542 holding.
  • CX Institutional first reported a position in Chemed in Q4 2022 and has held it in 5 quarters since.
  • CX Institutional's Chemed position peaked at $3.42M in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.