Kestra Advisory Services
CHE icon

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
Q3 		$1.65M Buy
3,273
+1,757
+116% +$908K ﹤0.01% 1594
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Kestra Advisory Services's CHE Position: Q3 2026 in Review

Kestra Advisory Services increased its Chemed (CHE) stake by 116% in Q3 2026, buying an estimated $908K and bringing the position to 3,273 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Kestra Advisory Services first reported a position in CHE in Q3 2020 and has held it in 24 quarters since. 376 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Kestra Advisory Services held 3,273 shares of Chemed worth $1.65M as of Q3 2026.
  • Kestra Advisory Services bought 1,757 Chemed shares in Q3 2026, an estimated $908K.
  • Chemed made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1594 holding.
  • Kestra Advisory Services first reported a position in Chemed in Q3 2020 and has held it in 24 quarters since.
  • 376 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.