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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
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% -$6.09K 0.02% 346
2025
Q3 		$442K Buy
+987
New +$447K 0.02% 336

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

Equitable Trust's CHE Position: Q2 2026 in Review

Equitable Trust increased its Chemed (CHE) stake by 30% in Q2 2026, buying an estimated $67.3K and bringing the position to 697 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #385.

Equitable Trust first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Equitable Trust held 697 shares of Chemed worth $325K as of Q2 2026.
  • Equitable Trust bought 160 Chemed shares in Q2 2026, an estimated $67.3K.
  • Chemed made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #385 holding.
  • Equitable Trust first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • Equitable Trust's Chemed position peaked at $442K in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.