EWA
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EP Wealth Advisors’s Chemed CHE Stock Holding History

EP Wealth Advisors’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 		$300K Sell
644
-41
-6% -$17.2K ﹤0.01% 1296
2026
Q1 		$259K Sell
685
-369
-35% -$158K ﹤0.01% 1252
2025
Q4 		$451K Buy
+1,054
New +$459K ﹤0.01% 933
2025
Q2 		$579K Sell
1,190
-8
-0.7% -$4.56K ﹤0.01% 729
2025
Q1 		$737K Sell
1,198
-117
-9% -$66.5K 0.01% 576
2024
Q4 		$697K Sell
1,315
-39
-3% -$22K 0.01% 592
2024
Q3 		$814K Buy
1,354
+25
+2% +$14.2K 0.01% 547
2024
Q2 		$721K Sell
1,329
-130
-9% -$74.5K 0.01% 454
2024
Q1 		$937K Sell
1,459
-428
-23% -$260K 0.01% 389
2023
Q4 		$1.1M Buy
1,887
+57
+3% +$31.9K 0.01% 352
2023
Q3 		$951K Sell
1,830
-13,670
-88% -$7.11M 0.01% 337
2023
Q2 		$989K Buy
15,500
+8,148
+111% +$4.45M 0.01% 339
2023
Q1 		$650K Buy
7,352
+5,461
+289% +$2.78M 0.01% 364
2022
Q4 		$965K Buy
+1,891
New +$920K 0.02% 287

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

EP Wealth Advisors's CHE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Chemed (CHE) stake by 6% in Q2 2026, selling an estimated $17.2K and leaving 644 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

EP Wealth Advisors first reported a position in CHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2023. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • EP Wealth Advisors held 644 shares of Chemed worth $300K as of Q2 2026.
  • EP Wealth Advisors sold 41 Chemed shares in Q2 2026, an estimated $17.2K.
  • Chemed made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1296 holding.
  • EP Wealth Advisors first reported a position in Chemed in Q4 2022 and has held it in 14 quarters since.
  • EP Wealth Advisors's Chemed position peaked at $1.1M in Q4 2023.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.