IAA
CHE icon

Independent Advisor Alliance’s Chemed CHE Stock Holding History

Independent Advisor Alliance’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 		$817K Buy
1,753
+131
+8% +$55.1K 0.02% 522
2026
Q1 		$613K Sell
1,622
-51
-3% -$21.8K 0.01% 1033
2025
Q4 		$716K Sell
1,673
-8
-0.5% -$3.48K 0.02% 556
2025
Q3 		$753K Buy
1,681
+100
+6% +$45.3K 0.02% 512
2025
Q2 		$770K Sell
1,581
-712
-31% -$406K 0.02% 465
2025
Q1 		$1.41M Buy
2,293
+14
+0.6% +$7.96K 0.05% 310
2024
Q4 		$1.21M Buy
2,279
+25
+1% +$14.1K 0.02% 667
2024
Q3 		$1.35M Sell
2,254
-66
-3% -$37.4K 0.05% 277
2024
Q2 		$1.26M Buy
2,320
+1,204
+108% +$690K 0.04% 286
2024
Q1 		$716K Hold
1,116
– – 0.03% 378
2023
Q4 		$653K Sell
1,116
-31
-3% -$17.3K 0.02% 380
2023
Q3 		$596K Hold
1,147
– – 0.03% 381
2023
Q2 		$621K Hold
1,147
– – 0.03% 383
2023
Q1 		$617K Buy
+1,147
New +$585K 0.03% 381
2022
Q4 		– Sell
-1,147
Closed -$501K – 458
2022
Q3 		$501K Sell
1,147
-110
-9% -$52.9K 0.03% 374
2022
Q2 		$590K Sell
1,257
-150
-11% -$73.2K 0.03% 344
2022
Q1 		$713K Sell
1,407
-191
-12% -$91.6K 0.03% 327
2021
Q4 		$845K Sell
1,598
-400
-20% -$192K 0.04% 305
2021
Q3 		$929K Hold
1,998
– – 0.05% 282
2021
Q2 		$948K Buy
+1,998
New +$959K 0.05% 292

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
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

Independent Advisor Alliance's CHE Position: Q2 2026 in Review

Independent Advisor Alliance increased its Chemed (CHE) stake by 8.1% in Q2 2026, buying an estimated $55.1K and bringing the position to 1,753 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #522.

Independent Advisor Alliance first reported a position in CHE in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Independent Advisor Alliance held 1,753 shares of Chemed worth $817K as of Q2 2026.
  • Independent Advisor Alliance bought 131 Chemed shares in Q2 2026, an estimated $55.1K.
  • Chemed made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #522 holding.
  • Independent Advisor Alliance first reported a position in Chemed in Q2 2021 and has held it in 20 quarters since.
  • Independent Advisor Alliance's Chemed position peaked at $1.41M in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.