EIP
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Epoch Investment Partners’s Chemed CHE Stock Holding History

Epoch Investment 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
Q2 		$124M Buy
267,290
+17,167
+7% +$7.22M 0.71% 40
2026
Q1 		$94.5M Sell
250,123
-72,285
-22% -$31M 0.57% 66
2025
Q4 		$138M Buy
322,408
+15,133
+5% +$6.59M 0.78% 40
2025
Q3 		$138M Buy
307,275
+69,878
+29% +$31.6M 0.76% 41
2025
Q2 		$116M Sell
237,397
-13,314
-5% -$7.59M 0.6% 56
2025
Q1 		$154M Sell
250,711
-1,526
-0.6% -$867K 0.8% 34
2024
Q4 		$134M Buy
252,237
+12,167
+5% +$6.86M 0.65% 46
2024
Q3 		$144M Buy
240,070
+16,936
+8% +$9.6M 0.65% 46
2024
Q2 		$121M Buy
223,134
+40,358
+22% +$23.1M 0.55% 62
2024
Q1 		$117M Buy
182,776
+30,614
+20% +$18.6M 0.52% 61
2023
Q4 		$89M Buy
152,162
+70,001
+85% +$39.2M 0.41% 76
2023
Q3 		$42.7M Sell
82,161
-2,448
-3% -$1.27M 0.27% 129
2023
Q2 		$45.8M Buy
84,609
+13,339
+19% +$7.29M 0.27% 135
2023
Q1 		$38.3M Sell
71,270
-1,017
-1% -$519K 0.23% 150
2022
Q4 		$36.9M Buy
72,287
+547
+0.8% +$266K 0.22% 149
2022
Q3 		$31.3M Sell
71,740
-1,450
-2% -$697K 0.2% 154
2022
Q2 		$34.4M Sell
73,190
-746
-1% -$364K 0.2% 162
2022
Q1 		$37.5M Buy
73,936
+1,455
+2% +$698K 0.18% 157
2021
Q4 		$38.3M Sell
72,481
-411
-0.6% -$197K 0.19% 157
2021
Q3 		$33.9M Buy
72,892
+1,950
+3% +$919K 0.19% 161
2021
Q2 		$33.7M Buy
70,942
+8,566
+14% +$4.11M 0.18% 159
2021
Q1 		$28.7M Buy
62,376
+41,687
+201% +$20.4M 0.13% 172
2020
Q4 		$11M Buy
+20,689
New +$10.2M 0.05% 225
2019
Q3 		– Sell
-29,700
Closed -$10.7M – 280
2019
Q2 		$10.7M Buy
29,700
+372
+1% +$124K 0.05% 193
2019
Q1 		$9.39M Buy
+29,328
New +$9.01M 0.04% 211

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Epoch Investment Partners's CHE Position: Q2 2026 in Review

Epoch Investment Partners increased its Chemed (CHE) stake by 6.9% in Q2 2026, buying an estimated $7.22M and bringing the position to 267,290 shares worth $124M. The position accounts for 0.71% of the portfolio, ranked #40.

Epoch Investment Partners first reported a position in CHE in Q1 2019 and has held it in 25 quarters since. The position peaked at $154M in Q1 2025. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Epoch Investment Partners held 267,290 shares of Chemed worth $124M as of Q2 2026.
  • Epoch Investment Partners bought 17,167 Chemed shares in Q2 2026, an estimated $7.22M.
  • Chemed made up 0.71% of Epoch Investment Partners's portfolio in Q2 2026, its #40 holding.
  • Epoch Investment Partners first reported a position in Chemed in Q1 2019 and has held it in 25 quarters since.
  • Epoch Investment Partners's Chemed position peaked at $154M in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.