FHC
CHE icon

First Heartland Consultants’s Chemed CHE Stock Holding History

First Heartland Consultants’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 		$707K Sell
1,400
-4
-0.3% -$2.07K 0.05% 272
2026
Q2 		$654K Buy
1,404
+178
+15% +$74.8K 0.04% 281
2026
Q1 		$463K Buy
1,226
+2
+0.2% +$857 0.04% 299
2025
Q4 		$524K Buy
1,224
+264
+28% +$115K 0.04% 286
2025
Q3 		$430K Buy
960
+115
+14% +$52.1K 0.03% 316
2025
Q2 		$411K Buy
845
+172
+26% +$98K 0.04% 314
2025
Q1 		$414K Buy
673
+42
+7% +$23.9K 0.04% 273
2024
Q4 		$334 Buy
631
+123
+24% +$69.3K ﹤0.01% 448
2024
Q3 		$305K Buy
508
+34
+7% +$19.3K 0.03% 325
2024
Q2 		$257K Buy
474
+76
+19% +$43.5K 0.02% 370
2024
Q1 		$255K Buy
+398
New +$242K 0.03% 360

Other funds holding CHE

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Heartland Consultants's CHE Position: Q3 2026 in Review

First Heartland Consultants reduced its Chemed (CHE) stake by 0.28% in Q3 2026, selling an estimated $2.07K and leaving 1,400 shares worth $707K. The position accounts for 0.05% of the portfolio, ranked #272.

First Heartland Consultants first reported a position in CHE in Q1 2024 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • First Heartland Consultants held 1,400 shares of Chemed worth $707K as of Q3 2026.
  • First Heartland Consultants sold 4 Chemed shares in Q3 2026, an estimated $2.07K.
  • Chemed made up 0.05% of First Heartland Consultants's portfolio in Q3 2026, its #272 holding.
  • First Heartland Consultants first reported a position in Chemed in Q1 2024 and has held it in 11 quarters since.
  • 16 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.