Fortitude Family Office’s Chemed CHE Stock Holding History

Fortitude Family Office’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	$4.04K	Hold	8	–	–	﹤0.01%	1681
2026 Q2	$3.73K	Buy	8 +4	+100%	+$1.68K	﹤0.01%	1213
2026 Q1	$1.51K	Sell	4 -19	-83%	-$8.14K	﹤0.01%	1378
2025 Q4	$9.84K	Buy	23 +21	+1,050%	+$9.14K	﹤0.01%	586
2025 Q3	$895	Sell	2 -4	-67%	-$1.81K	﹤0.01%	1591
2025 Q2	$2.92K	Buy	6 +3	+100%	+$1.71K	﹤0.01%	1021
2025 Q1	$1.85K	Sell	3 -4	-57%	-$2.27K	﹤0.01%	933
2024 Q4	$3.71K	Hold	7	–	–	﹤0.01%	914
2024 Q3	$4.21K	Buy	+7	New	+$3.97K	﹤0.01%	835

Other funds holding CHE

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

MPPW

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Fortitude Family Office's CHE Position: Q3 2026 in Review

Fortitude Family Office held its Chemed (CHE) position steady in Q3 2026 at 8 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Fortitude Family Office first reported a position in CHE in Q3 2024 and has held it in 9 quarters since. The position peaked at $9.84K in Q4 2025. 42 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

Fortitude Family Office held 8 shares of Chemed worth $4.04K as of Q3 2026.
Fortitude Family Office left its Chemed share count unchanged in Q3 2026.
Chemed made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1681 holding.
Fortitude Family Office first reported a position in Chemed in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Chemed position peaked at $9.84K in Q4 2025.
42 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.