BFC Planning, Inc.’s Chemed CHE Stock Holding History

BFC Planning, Inc.’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	$356K	Sell	764 -2	-0.3%	-$841	0.01%	732
2026 Q1	$289K	Hold	766	–	–	0.01%	747
2025 Q4	$328K	Buy	766 +764	+38,200%	+$333K	0.01%	682
2025 Q3	$895	Hold	2	–	–	﹤0.01%	2647
2025 Q2	$974	Hold	2	–	–	﹤0.01%	2458
2025 Q1	$1.23K	Hold	2	–	–	﹤0.01%	2414
2024 Q4	$1.06K	Buy	+2	New	+$1.13K	﹤0.01%	2396

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Epoch Investment Partners New York $17.6B AUM 34.16% 1-Year Est. Return

BFC Planning, Inc.'s CHE Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Chemed (CHE) stake by 0.26% in Q2 2026, selling an estimated $841 and leaving 764 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #732.

BFC Planning, Inc. first reported a position in CHE in Q4 2024 and has held it in 7 quarters since. 533 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

BFC Planning, Inc. held 764 shares of Chemed worth $356K as of Q2 2026.
BFC Planning, Inc. sold 2 Chemed shares in Q2 2026, an estimated $841.
Chemed made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #732 holding.
BFC Planning, Inc. first reported a position in Chemed in Q4 2024 and has held it in 7 quarters since.
533 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.