EWA
CHE icon

EverSource Wealth Advisors’s Chemed CHE Stock Holding History

EverSource Wealth Advisors’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 		$300K Buy
644
+238
+59% +$100K 0.01% 800
2026
Q1 		$153K Buy
406
+35
+9% +$15K ﹤0.01% 1196
2025
Q4 		$159K Buy
371
+80
+27% +$34.8K 0.01% 1066
2025
Q3 		$130K Sell
291
-295
-50% -$134K 0.01% 1132
2025
Q2 		$285K Buy
586
+83
+17% +$47.3K 0.01% 694
2025
Q1 		$309K Buy
503
+5
+1% +$2.84K 0.02% 516
2024
Q4 		$264K Buy
498
+33
+7% +$18.6K 0.01% 543
2024
Q3 		$280K Sell
465
-19
-4% -$10.8K 0.02% 466
2024
Q2 		$276K Sell
484
-3
-0.6% -$1.72K 0.02% 465
2024
Q1 		$277K Buy
487
+4
+0.8% +$2.43K 0.02% 398
2023
Q4 		$282K Buy
483
+2
+0.4% +$1.12K 0.03% 357
2023
Q3 		$250K Sell
481
-20
-4% -$10.4K 0.03% 353
2023
Q2 		$271K Sell
501
-51
-9% -$27.9K 0.03% 335
2023
Q1 		$297K Buy
552
+52
+10% +$26.5K 0.04% 303
2022
Q4 		$255K Sell
500
-390
-44% -$190K 0.04% 315
2022
Q3 		$389K Sell
890
-165
-16% -$79.3K 0.09% 201
2022
Q2 		$496K Buy
1,055
+125
+13% +$61K 0.13% 148
2022
Q1 		$471K Buy
930
+497
+115% +$238K 0.12% 157
2021
Q4 		$229K Buy
+433
New +$208K 0.06% 206

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

EverSource Wealth Advisors's CHE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Chemed (CHE) stake by 59% in Q2 2026, buying an estimated $100K and bringing the position to 644 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #800.

EverSource Wealth Advisors first reported a position in CHE in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q2 2022. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • EverSource Wealth Advisors held 644 shares of Chemed worth $300K as of Q2 2026.
  • EverSource Wealth Advisors bought 238 Chemed shares in Q2 2026, an estimated $100K.
  • Chemed made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #800 holding.
  • EverSource Wealth Advisors first reported a position in Chemed in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Chemed position peaked at $496K in Q2 2022.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.