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Evolve Private Wealth’s Chemed CHE Stock Holding History

Evolve Private Wealth’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 		$546K Buy
+1,173
New +$493K 0.03% 479
2026
Q1 		– Sell
-479
Closed -$205K – 1006
2025
Q4 		$205K Buy
+479
New +$209K 0.01% 863

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's CHE Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Chemed (CHE) in Q2 2026: 1,173 shares worth $546K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in CHE as recently as Q4 2025.

Evolve Private Wealth first reported a position in CHE in Q4 2025 and has held it in 2 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Evolve Private Wealth held 1,173 shares of Chemed worth $546K as of Q2 2026.
  • Chemed was a new Evolve Private Wealth position in Q2 2026.
  • Chemed made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #479 holding.
  • Evolve Private Wealth first reported a position in Chemed in Q4 2025 and has held it in 2 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.