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Guardian Wealth Advisors (North Carolina)’s Chemed CHE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$1.69M Buy
4,485
+407
+10% +$174K 0.11% 116
2025
Q4 		$1.74M Sell
4,078
-765
-16% -$333K 0.11% 112
2025
Q3 		$2.17M Buy
4,843
+225
+5% +$102K 0.14% 97
2025
Q2 		$2.25M Buy
4,618
+484
+12% +$276K 0.16% 90
2025
Q1 		$2.54M Buy
4,134
+140
+4% +$79.6K 0.2% 75
2024
Q4 		$2.12M Buy
3,994
+829
+26% +$467K 0.17% 83
2024
Q3 		$1.9M Buy
3,165
+219
+7% +$124K 0.2% 68
2024
Q2 		$1.6M Sell
2,946
-134
-4% -$76.8K 0.19% 72
2024
Q1 		$1.98M Buy
3,080
+33
+1% +$20K 0.24% 59
2023
Q4 		$1.78M Buy
3,047
+6
+0.2% +$3.36K 0.27% 56
2023
Q3 		$1.58M Buy
3,041
+144
+5% +$74.9K 0.27% 59
2023
Q2 		$1.57M Buy
2,897
+107
+4% +$58.5K 0.27% 50
2023
Q1 		$1.5M Buy
2,790
+234
+9% +$119K 0.26% 50
2022
Q4 		$1.3M Sell
2,556
-7
-0.3% -$3.41K 0.25% 53
2022
Q3 		$1.12M Sell
2,563
-50
-2% -$24K 0.21% 57
2022
Q2 		$1.23M Buy
2,613
+1,754
+204% +$856K 0.22% 50
2022
Q1 		$435K Buy
859
+5
+0.6% +$2.4K 0.19% 95
2021
Q4 		$452K Buy
+854
New +$410K 0.19% 97

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CHE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Chemed (CHE) stake by 10% in Q1 2026, buying an estimated $174K and bringing the position to 4,485 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #116.

Guardian Wealth Advisors (North Carolina) first reported a position in CHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q1 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,485 shares of Chemed worth $1.69M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 407 Chemed shares in Q1 2026, an estimated $174K.
  • Chemed made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #116 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Chemed in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Chemed position peaked at $2.54M in Q1 2025.
  • 489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.