IWC
CHE icon

Integrated Wealth Concepts’s Chemed CHE Stock Holding History

Integrated Wealth Concepts’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 		$9.56M Buy
25,313
+7,709
+44% +$3.3M 0.08% 255
2025
Q4 		$7.53M Sell
17,604
-4,496
-20% -$1.96M 0.09% 210
2025
Q3 		$9.9M Buy
22,100
+4,509
+26% +$2.04M 0.09% 216
2025
Q2 		$8.57M Buy
17,591
+6,987
+66% +$3.98M 0.09% 222
2025
Q1 		$6.52M Buy
10,604
+1,936
+22% +$1.1M 0.08% 257
2024
Q4 		$4.59M Buy
8,668
+1,759
+25% +$992K 0.05% 316
2024
Q3 		$4.15M Buy
6,909
+843
+14% +$478K 0.05% 336
2024
Q2 		$3.29M Buy
6,066
+1,790
+42% +$1.03M 0.05% 364
2024
Q1 		$2.75M Buy
4,276
+624
+17% +$379K 0.04% 411
2023
Q4 		$2.14M Buy
+3,652
New +$2.04M 0.04% 456

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

Integrated Wealth Concepts's CHE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Chemed (CHE) stake by 44% in Q1 2026, buying an estimated $3.3M and bringing the position to 25,313 shares worth $9.56M. The position accounts for 0.08% of the portfolio, ranked #255.

Integrated Wealth Concepts first reported a position in CHE in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.9M in Q3 2025. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Integrated Wealth Concepts held 25,313 shares of Chemed worth $9.56M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,709 Chemed shares in Q1 2026, an estimated $3.3M.
  • Chemed made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #255 holding.
  • Integrated Wealth Concepts first reported a position in Chemed in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Chemed position peaked at $9.9M in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.