EWP
CHE icon

Elevation Wealth Partners’s Chemed CHE Stock Holding History

Elevation Wealth Partners’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 		$3.54K Hold
7
– – ﹤0.01% 1160
2026
Q2 		$3.26K Buy
+7
New +$2.94K ﹤0.01% 1109

Other funds holding CHE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's CHE Position: Q3 2026 in Review

Elevation Wealth Partners held its Chemed (CHE) position steady in Q3 2026 at 7 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Elevation Wealth Partners first reported a position in CHE in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Elevation Wealth Partners held 7 shares of Chemed worth $3.54K as of Q3 2026.
  • Elevation Wealth Partners left its Chemed share count unchanged in Q3 2026.
  • Chemed made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1160 holding.
  • Elevation Wealth Partners first reported a position in Chemed in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.