Hennion & Walsh Asset Management’s Chemed CHE Stock Holding History

Hennion & Walsh Asset Management’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	$716K	Sell	1,537 -170	-10%	-$71.5K	0.02%	659
2026 Q1	$645K	Sell	1,707 -27	-2%	-$11.6K	0.02%	634
2025 Q4	$742K	Sell	1,734 -46	-3%	-$20K	0.03%	594
2025 Q3	$797K	Sell	1,780 -1	-0.1%	-$453	0.03%	569
2025 Q2	$867K	Buy	1,781 +295	+20%	+$168K	0.04%	525
2025 Q1	$914K	Buy	1,486 +646	+77%	+$367K	0.04%	491
2024 Q4	$445K	Buy	840 +353	+72%	+$199K	0.02%	655
2024 Q3	$293K	Buy	+487	New	+$276K	0.01%	741
2024 Q1	–	Sell	-449	Closed	-$263K	–	851
2023 Q4	$263K	Sell	449 -115	-20%	-$64.4K	0.02%	712
2023 Q3	$293K	Sell	564 -25	-4%	-$13K	0.02%	652
2023 Q2	$319K	Sell	589 -23	-4%	-$12.6K	0.02%	637
2023 Q1	$329K	Sell	612 -23	-4%	-$11.7K	0.02%	616
2022 Q4	$324K	Sell	635 -8	-1%	-$3.89K	0.02%	601
2022 Q3	$281K	Buy	643 +10	+2%	+$4.81K	0.02%	633
2022 Q2	$297K	Buy	633 +182	+40%	+$88.8K	0.02%	631
2022 Q1	$228K	Buy	+451	New	+$216K	0.01%	712

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 $84.2B AUM 55.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Hennion & Walsh Asset Management's CHE Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Chemed (CHE) stake by 10% in Q2 2026, selling an estimated $71.5K and leaving 1,537 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #659.

Hennion & Walsh Asset Management first reported a position in CHE in Q1 2022 and has held it in 16 quarters since. The position peaked at $914K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Hennion & Walsh Asset Management held 1,537 shares of Chemed worth $716K as of Q2 2026.
Hennion & Walsh Asset Management sold 170 Chemed shares in Q2 2026, an estimated $71.5K.
Chemed made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #659 holding.
Hennion & Walsh Asset Management first reported a position in Chemed in Q1 2022 and has held it in 16 quarters since.
Hennion & Walsh Asset Management's Chemed position peaked at $914K in Q1 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.