Kestra Investment Management
CHE icon

Kestra Investment Management’s Chemed CHE Stock Holding History

Kestra Investment Management’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 		$1.49M Sell
3,206
-1,539
-32% -$647K 0.03% 171
2026
Q1 		$1.79M Buy
4,745
+1,738
+58% +$744K 0.03% 143
2025
Q4 		$1.29M Buy
3,007
+1,181
+65% +$514K 0.03% 177
2025
Q3 		$817K Sell
1,826
-91
-5% -$41.2K 0.02% 218
2025
Q2 		$934K Buy
1,917
+197
+11% +$112K 0.03% 199
2025
Q1 		$1.06M Buy
1,720
+660
+62% +$375K 0.03% 162
2024
Q4 		$561K Buy
1,060
+62
+6% +$35K 0.02% 212
2024
Q3 		$600K Buy
+998
New +$566K 0.03% 184

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

Kestra Investment Management's CHE Position: Q2 2026 in Review

Kestra Investment Management reduced its Chemed (CHE) stake by 32% in Q2 2026, selling an estimated $647K and leaving 3,206 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #171.

Kestra Investment Management first reported a position in CHE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q1 2026. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Kestra Investment Management held 3,206 shares of Chemed worth $1.49M as of Q2 2026.
  • Kestra Investment Management sold 1,539 Chemed shares in Q2 2026, an estimated $647K.
  • Chemed made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #171 holding.
  • Kestra Investment Management first reported a position in Chemed in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Chemed position peaked at $1.79M in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.