Formidable Asset Management’s Chemed CHE Stock Holding History

Formidable Asset Management’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	$5.08M	Sell	13,148 -1,299	-9%	-$546K	0.81%	22
2026 Q1	$6.12M	Sell	14,447 -2,334	-14%	-$1,000K	0.94%	20
2025 Q4	$7.49M	Sell	16,781 -3,487	-17%	-$1.52M	1.09%	17
2025 Q3	$9.82M	Buy	20,268 +2	+0%	+$906	1.55%	8
2025 Q2	$12.3M	Buy	20,266 +179	+0.9%	+$102K	2.06%	8
2025 Q1	$12.4M	Buy	20,087 +1	+0%	+$568	2.07%	8
2024 Q4	$10.6M	Sell	20,086 -2,060	-9%	-$1.16M	1.75%	8
2024 Q3	$13.3M	Sell	22,146 -80	-0.4%	-$45.4K	2.13%	8
2024 Q2	$12.1M	Sell	22,226 -1,773	-7%	-$1.02M	1.95%	8
2024 Q1	$15.4M	Sell	23,999 -580	-2%	-$352K	2.51%	6
2023 Q4	$14.4M	Sell	24,579 -2,040	-8%	-$1.14M	2.98%	6
2023 Q3	$13.8M	Sell	26,619 -4,783	-15%	-$2.49M	3.06%	5
2023 Q2	$17M	Sell	31,402 -212	-0.7%	-$116K	3.71%	5
2023 Q1	$17.2M	Sell	31,614 -809	-2%	-$413K	3.62%	5
2022 Q4	$16.6M	Sell	32,423 -3,205	-9%	-$1.56M	3.74%	5
2022 Q3	$16.3M	Sell	35,628 -2,688	-7%	-$1.29M	3.78%	5
2022 Q2	$18M	Sell	38,316 -2,313	-6%	-$1.13M	4.05%	5
2022 Q1	$20.6M	Sell	40,629 -3,898	-9%	-$1.87M	3.95%	4
2021 Q4	$22.8M	Sell	44,527 -6,955	-14%	-$3.34M	4.38%	4
2021 Q3	$23.9M	Sell	51,482 -430	-0.8%	-$203K	4.5%	3
2021 Q2	$24.5M	Sell	51,912 -2,980	-5%	-$1.43M	5.26%	2
2021 Q1	$25.6M	Sell	54,892 -440	-0.8%	-$216K	5.56%	3
2020 Q4	$29.2M	Sell	55,332 -3,690	-6%	-$1.81M	6.78%	3
2020 Q3	$27.8M	Buy	59,022 +3,585	+6%	+$1.76M	8.1%	3
2020 Q2	$26.3M	Sell	55,437 -1,945	-3%	-$868K	7.77%	3
2020 Q1	$24.9M	Sell	57,382 -960	-2%	-$429K	9.79%	2
2019 Q4	$27.8M	Hold	58,342	–	–	8.77%	2
2019 Q3	$24.3M	Sell	58,342 -2,000	-3%	-$816K	22.45%	1
2019 Q2	$24.5M	Buy	+60,342	New	+$20.2M	8.41%	2
2019 Q1	–	Sell	-60,307	Closed	-$17.1M	–	196
2018 Q4	$17.1M	Sell	60,307 -2,254	-4%	-$680K	9.03%	2
2018 Q3	$20M	Hold	62,561	–	–	7.89%	3
2018 Q2	$20.1M	Sell	62,561 -17,079	-21%	-$5.34M	8.67%	2
2018 Q1	$21.7M	Buy	79,640 +273	+0.3%	+$72.3K	10.89%	2
2017 Q4	$19.3M	Sell	79,367 -8,940	-10%	-$2.03M	8.9%	2
2017 Q3	$17.8M	Sell	88,307 -3,785	-4%	-$744K	7.53%	2
2017 Q2	$18.8M	Buy	92,092 +1,258	+1%	+$251K	9.29%	2
2017 Q1	$18.6M	Buy	90,834 +2,240	+3%	+$391K	8.09%	2
2016 Q4	$14.2M	Sell	88,594 -2,326	-3%	-$342K	7.18%	2
2016 Q3	$12.8M	Buy	+90,920	New	+$12.7M	6.37%	2

Other funds holding CHE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $167M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Formidable Asset Management's CHE Position: Q2 2026 in Review

Formidable Asset Management reduced its Chemed (CHE) stake by 9% in Q2 2026, selling an estimated $546K and leaving 13,148 shares worth $5.08M. The position accounts for 0.81% of the portfolio, ranked #22.

Formidable Asset Management first reported a position in CHE in Q3 2016 and has held it in 39 quarters since. The position peaked at $29.2M in Q4 2020. 72 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Formidable Asset Management held 13,148 shares of Chemed worth $5.08M as of Q2 2026.
Formidable Asset Management sold 1,299 Chemed shares in Q2 2026, an estimated $546K.
Chemed made up 0.81% of Formidable Asset Management's portfolio in Q2 2026, its #22 holding.
Formidable Asset Management first reported a position in Chemed in Q3 2016 and has held it in 39 quarters since.
Formidable Asset Management's Chemed position peaked at $29.2M in Q4 2020.
72 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.