Diversified Trust’s Chemed CHE Stock Holding History

Diversified Trust’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	$811K	Buy	1,741 +749	+76%	+$315K	0.01%	588
2026 Q1	$375K	Buy	+992	New	+$425K	0.01%	774
2021 Q3	–	Sell	-453	Closed	-$215K	–	803
2021 Q2	$215K	Sell	453 -1	-0.2%	-$480	0.01%	688
2021 Q1	$209K	Buy	454 +29	+7%	+$14.2K	0.01%	678
2020 Q4	$226K	Buy	+425	New	+$209K	0.01%	616

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's CHE Position: Q2 2026 in Review

Diversified Trust increased its Chemed (CHE) stake by 76% in Q2 2026, buying an estimated $315K and bringing the position to 1,741 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #588.

Diversified Trust first reported a position in CHE in Q4 2020 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Diversified Trust held 1,741 shares of Chemed worth $811K as of Q2 2026.
Diversified Trust bought 749 Chemed shares in Q2 2026, an estimated $315K.
Chemed made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #588 holding.
Diversified Trust first reported a position in Chemed in Q4 2020 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.