DADC
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D.A. Davidson & Co’s Chemed CHE Stock Holding History

D.A. Davidson & Co’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 		$311K Sell
667
-6
-0.9% -$2.52K ﹤0.01% 1385
2026
Q1 		$254K Buy
+673
New +$288K ﹤0.01% 1405
2019
Q2 		– Sell
-1,184
Closed -$379K – 1024
2019
Q1 		$379K Buy
1,184
+332
+39% +$102K 0.01% 778
2018
Q4 		$241K Sell
852
-13
-2% -$3.92K ﹤0.01% 898
2018
Q3 		$276K Hold
865
– – ﹤0.01% 946
2018
Q2 		$278K Buy
865
+22
+3% +$6.88K 0.01% 905
2018
Q1 		$230K Sell
843
-17
-2% -$4.5K ﹤0.01% 947
2017
Q4 		$209K Buy
+860
New +$195K ﹤0.01% 992
2017
Q3 		– Sell
-902
Closed -$184K – 1220
2017
Q2 		$184K Sell
902
-153
-15% -$30.5K ﹤0.01% 993
2017
Q1 		$192K Sell
1,055
-599
-36% -$104K ﹤0.01% 958
2016
Q4 		$263K Sell
1,654
-30
-2% -$4.41K 0.01% 882
2016
Q3 		$236K Sell
1,684
-24
-1% -$3.34K 0.01% 877
2016
Q2 		$231K Buy
1,708
+45
+3% +$5.97K 0.01% 792
2016
Q1 		$223K Sell
1,663
-51
-3% -$6.89K 0.01% 791
2015
Q4 		$256K Sell
1,714
-22
-1% -$3.25K 0.01% 761
2015
Q3 		$231K Sell
1,736
-31
-2% -$4.34K 0.01% 775
2015
Q2 		$231K Sell
1,767
-132
-7% -$16.3K 0.01% 821
2015
Q1 		$226K Sell
1,899
-146
-7% -$16.2K 0.01% 825
2014
Q4 		$215K Buy
2,045
+9
+0.4% +$951 0.01% 841
2014
Q3 		$208K Sell
2,036
-1,122
-36% -$114K 0.01% 850
2014
Q2 		$295K Sell
3,158
-69
-2% -$6.12K 0.01% 755
2014
Q1 		$287K Sell
3,227
-51
-2% -$4.16K 0.01% 754
2013
Q4 		$250K Sell
3,278
-266
-8% -$19.6K 0.01% 763
2013
Q3 		$252K Sell
3,544
-228
-6% -$16.2K 0.01% 644
2013
Q2 		$272K Buy
+3,772
New +$277K 0.01% 596

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

D.A. Davidson & Co's CHE Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Chemed (CHE) stake by 0.89% in Q2 2026, selling an estimated $2.52K and leaving 667 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

D.A. Davidson & Co first reported a position in CHE in Q2 2013 and has held it in 25 quarters since. The position peaked at $379K in Q1 2019. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • D.A. Davidson & Co held 667 shares of Chemed worth $311K as of Q2 2026.
  • D.A. Davidson & Co sold 6 Chemed shares in Q2 2026, an estimated $2.52K.
  • Chemed made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1385 holding.
  • D.A. Davidson & Co first reported a position in Chemed in Q2 2013 and has held it in 25 quarters since.
  • D.A. Davidson & Co's Chemed position peaked at $379K in Q1 2019.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.