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Fourth Dimension Wealth’s Chemed CHE Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-13
Closed -$4.91K – 687
2026
Q1 		$4.91K Hold
13
– – ﹤0.01% 476
2025
Q4 		$5.56K Hold
13
– – ﹤0.01% 472
2025
Q3 		$5.82K Hold
13
– – ﹤0.01% 468
2025
Q2 		$6.33K Hold
13
– – ﹤0.01% 470
2025
Q1 		$8K Hold
13
– – ﹤0.01% 442
2024
Q4 		$6.89K Buy
+13
New +$7.33K ﹤0.01% 469

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fourth Dimension Wealth's CHE Position: Q2 2026 in Review

Fourth Dimension Wealth sold out of Chemed (CHE) in Q2 2026, closing a stake of 13 shares — an estimated $4.91K sold.

Fourth Dimension Wealth first reported a position in CHE in Q4 2024 and held it in 6 quarters. The position peaked at $8K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Fourth Dimension Wealth reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 13 Chemed shares in Q2 2026, an estimated $4.91K.
  • Fourth Dimension Wealth first reported a position in Chemed in Q4 2024 and held it in 6 quarters.
  • Fourth Dimension Wealth's Chemed position peaked at $8K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.