Integrated Wealth Concepts
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
Q2 		$12.9M Buy
27,774
+2,461
+10% +$1.03M 0.08% 229
2026
Q1 		$9.6M 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 $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
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Integrated Wealth Concepts's CHE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Chemed (CHE) stake by 9.7% in Q2 2026, buying an estimated $1.03M and bringing the position to 27,774 shares worth $12.9M. The position accounts for 0.08% of the portfolio, ranked #229.

Integrated Wealth Concepts first reported a position in CHE in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Integrated Wealth Concepts held 27,774 shares of Chemed worth $12.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,461 Chemed shares in Q2 2026, an estimated $1.03M.
  • Chemed made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #229 holding.
  • Integrated Wealth Concepts first reported a position in Chemed in Q4 2023 and has held it in 11 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.