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Equitable Trust’s Chemed CHE Stock Holding History

Equitable 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
Q1 		$203K Sell
537
-436
-45% -$187K 0.01% 457
2025
Q4 		$416K Sell
973
-14
-1% -$6.09K 0.02% 346
2025
Q3 		$442K Buy
+987
New +$447K 0.02% 336

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Equitable Trust's CHE Position: Q1 2026 in Review

Equitable Trust reduced its Chemed (CHE) stake by 45% in Q1 2026, selling an estimated $187K and leaving 537 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #457.

Equitable Trust first reported a position in CHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $442K in Q3 2025. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Equitable Trust held 537 shares of Chemed worth $203K as of Q1 2026.
  • Equitable Trust sold 436 Chemed shares in Q1 2026, an estimated $187K.
  • Chemed made up 0.01% of Equitable Trust's portfolio in Q1 2026, its #457 holding.
  • Equitable Trust first reported a position in Chemed in Q3 2025 and has held it in 3 quarters since.
  • Equitable Trust's Chemed position peaked at $442K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.