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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
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
-1,811
-50% -$820K 0.02% 218
2025
Q2 		$1.99M Buy
3,637
+1,917
+111% +$1.09M 0.03% 187
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 $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

Kestra Investment Management's CHE Position: Q1 2026 in Review

Kestra Investment Management increased its Chemed (CHE) stake by 58% in Q1 2026, buying an estimated $744K and bringing the position to 4,745 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #143.

Kestra Investment Management first reported a position in CHE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q2 2025. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Kestra Investment Management held 4,745 shares of Chemed worth $1.79M as of Q1 2026.
  • Kestra Investment Management bought 1,738 Chemed shares in Q1 2026, an estimated $744K.
  • Chemed made up 0.03% of Kestra Investment Management's portfolio in Q1 2026, its #143 holding.
  • Kestra Investment Management first reported a position in Chemed in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Chemed position peaked at $1.99M in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.