IEQ Capital’s Chemed CHE Stock Holding History

IEQ Capital’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	$9.08M	Buy	19,500 +17,100	+713%	+$7.19M	0.04%	360
2026 Q1	$907K	Sell	2,400 -5,106	-68%	-$2.19M	﹤0.01%	1085
2025 Q4	$3.21M	Buy	+7,506	New	+$3.27M	0.01%	648
2025 Q3	–	Sell	-2,612	Closed	-$1.27M	–	1881
2025 Q2	$1.27M	Buy	+2,612	New	+$1.49M	0.01%	784

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 $3.37T AUM 44.26% 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

IEQ Capital's CHE Position: Q2 2026 in Review

IEQ Capital increased its Chemed (CHE) stake by 713% in Q2 2026, buying an estimated $7.19M and bringing the position to 19,500 shares worth $9.08M. The position accounts for 0.04% of the portfolio, ranked #360.

IEQ Capital first reported a position in CHE in Q2 2025 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

IEQ Capital held 19,500 shares of Chemed worth $9.08M as of Q2 2026.
IEQ Capital bought 17,100 Chemed shares in Q2 2026, an estimated $7.19M.
Chemed made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #360 holding.
IEQ Capital first reported a position in Chemed in Q2 2025 and has held it in 4 quarters since.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.