High Note Wealth’s Chemed CHE Stock Holding History

High Note 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	-9	Closed	-$3.4K	–	970
2026 Q1	$3.4K	Hold	9	–	–	﹤0.01%	675
2025 Q4	$3.85K	Sell	9 -1	-10%	-$435	﹤0.01%	616
2025 Q3	$4.48K	Buy	+10	New	+$4.53K	﹤0.01%	518

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

High Note Wealth's CHE Position: Q2 2026 in Review

High Note Wealth sold out of Chemed (CHE) in Q2 2026, closing a stake of 9 shares — an estimated $3.4K sold.

High Note Wealth first reported a position in CHE in Q3 2025 and held it in 3 quarters. The position peaked at $4.48K in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

High Note Wealth reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
High Note Wealth sold 9 Chemed shares in Q2 2026, an estimated $3.4K.
High Note Wealth first reported a position in Chemed in Q3 2025 and held it in 3 quarters.
High Note Wealth's Chemed position peaked at $4.48K in Q3 2025.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.