KAS
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Kestra Advisory Services’s Chemed CHE Stock Holding History

Kestra Advisory Services’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 		$706K Sell
1,516
-169
-10% -$71.1K ﹤0.01% 2065
2026
Q1 		$637K Sell
1,685
-63
-4% -$27K ﹤0.01% 2042
2025
Q4 		$748K Buy
1,748
+212
+14% +$92.3K ﹤0.01% 1867
2025
Q3 		$688K Buy
1,536
+208
+16% +$94.2K ﹤0.01% 1850
2025
Q2 		$647K Buy
1,328
+400
+43% +$228K ﹤0.01% 1798
2025
Q1 		$571K Sell
928
-59
-6% -$33.5K ﹤0.01% 1729
2024
Q4 		$523K Sell
987
-463
-32% -$261K ﹤0.01% 1850
2024
Q3 		$872K Buy
1,450
+578
+66% +$328K ﹤0.01% 1409
2024
Q2 		$473K Buy
872
+73
+9% +$41.8K ﹤0.01% 1811
2024
Q1 		$513K Buy
799
+88
+12% +$53.5K ﹤0.01% 1650
2023
Q4 		$416K Buy
711
+77
+12% +$43.1K ﹤0.01% 1631
2023
Q3 		$329K Buy
634
+23
+4% +$12K ﹤0.01% 1601
2023
Q2 		$331K Buy
611
+16
+3% +$8.75K ﹤0.01% 1550
2023
Q1 		$320K Sell
595
-501
-46% -$255K ﹤0.01% 1522
2022
Q4 		$559K Buy
1,096
+378
+53% +$184K 0.01% 1347
2022
Q3 		$314K Buy
718
+26
+4% +$12.5K ﹤0.01% 1568
2022
Q2 		$325K Buy
692
+54
+8% +$26.3K ﹤0.01% 1568
2022
Q1 		$323K Buy
638
+14
+2% +$6.71K ﹤0.01% 1547
2021
Q4 		$330K Sell
624
-57
-8% -$27.4K ﹤0.01% 1548
2021
Q3 		$317K Sell
681
-208
-23% -$98.1K ﹤0.01% 1634
2021
Q2 		$422K Sell
889
-62
-7% -$29.8K ﹤0.01% 1374
2021
Q1 		$437K Buy
+951
New +$466K 0.01% 1257
2020
Q4 		– Sell
-15
Closed -$561K – 1856
2020
Q3 		$561K Buy
+15
New +$7.36K 0.01% 838

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 $3.37T AUM 44.26% 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

Kestra Advisory Services's CHE Position: Q2 2026 in Review

Kestra Advisory Services reduced its Chemed (CHE) stake by 10% in Q2 2026, selling an estimated $71.1K and leaving 1,516 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Kestra Advisory Services first reported a position in CHE in Q3 2020 and has held it in 23 quarters since. The position peaked at $872K in Q3 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Kestra Advisory Services held 1,516 shares of Chemed worth $706K as of Q2 2026.
  • Kestra Advisory Services sold 169 Chemed shares in Q2 2026, an estimated $71.1K.
  • Chemed made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2065 holding.
  • Kestra Advisory Services first reported a position in Chemed in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Chemed position peaked at $872K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.