Ethic Inc’s Chemed CHE Stock Holding History

Ethic Inc’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	$521K	Sell	1,119 -77	-6%	-$32.4K	0.01%	925
2026 Q1	$452K	Buy	1,196 +721	+152%	+$309K	0.01%	906
2025 Q4	$203K	Sell	475 -421	-47%	-$183K	﹤0.01%	1130
2025 Q3	$401K	Buy	+896	New	+$406K	0.01%	905

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ethic Inc's CHE Position: Q2 2026 in Review

Ethic Inc reduced its Chemed (CHE) stake by 6.4% in Q2 2026, selling an estimated $32.4K and leaving 1,119 shares worth $521K. The position accounts for 0.01% of the portfolio, ranked #925.

Ethic Inc first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Ethic Inc held 1,119 shares of Chemed worth $521K as of Q2 2026.
Ethic Inc sold 77 Chemed shares in Q2 2026, an estimated $32.4K.
Chemed made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #925 holding.
Ethic Inc first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.