FAM
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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
2017
Q4 		– Sell
-10
Closed -$3K – 126
2017
Q3 		$3K Sell
10
-20
-67% -$3.93K ﹤0.01% 201
2017
Q2 		$17K Buy
+30
New +$5.97K 0.01% 168

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
Handelsbanken Fonder
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.