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Fortune Financial Advisors’s Chemed CHE Stock Holding History

Fortune Financial Advisors’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 		$1.24M Buy
2,669
+854
+47% +$359K 0.53% 53
2026
Q1 		$685K Buy
1,815
+86
+5% +$36.8K 0.35% 70
2025
Q4 		$740K Buy
1,729
+56
+3% +$24.4K 0.5% 53
2025
Q3 		$749K Buy
1,673
+70
+4% +$31.7K 0.56% 51
2025
Q2 		$781K Buy
1,603
+518
+48% +$295K 0.63% 49
2025
Q1 		$668K Buy
+1,085
New +$617K 0.58% 51

Other funds holding CHE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fortune Financial Advisors's CHE Position: Q2 2026 in Review

Fortune Financial Advisors increased its Chemed (CHE) stake by 47% in Q2 2026, buying an estimated $359K and bringing the position to 2,669 shares worth $1.24M. The position accounts for 0.53% of the portfolio, ranked #53.

Fortune Financial Advisors first reported a position in CHE in Q1 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Fortune Financial Advisors held 2,669 shares of Chemed worth $1.24M as of Q2 2026.
  • Fortune Financial Advisors bought 854 Chemed shares in Q2 2026, an estimated $359K.
  • Chemed made up 0.53% of Fortune Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Fortune Financial Advisors first reported a position in Chemed in Q1 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.