ET
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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
Q3 		$352K Hold
697
– – 0.01% 358
2026
Q2 		$325K Buy
697
+160
+30% +$67.3K 0.01% 385
2026
Q1 		$203K Sell
537
-436
-45% -$187K 0.01% 457
2025
Q4 		$416K Sell
973
-14
-1% -$6.1K 0.02% 346
2025
Q3 		$442K Buy
+987
New +$447K 0.02% 336

Other funds holding CHE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Equitable Trust's CHE Position: Q3 2026 in Review

Equitable Trust held its Chemed (CHE) position steady in Q3 2026 at 697 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #358.

Equitable Trust first reported a position in CHE in Q3 2025 and has held it in 5 quarters since. The position peaked at $442K in Q3 2025. 54 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Equitable Trust held 697 shares of Chemed worth $352K as of Q3 2026.
  • Equitable Trust left its Chemed share count unchanged in Q3 2026.
  • Chemed made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #358 holding.
  • Equitable Trust first reported a position in Chemed in Q3 2025 and has held it in 5 quarters since.
  • Equitable Trust's Chemed position peaked at $442K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.