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KFG Wealth Management’s Chemed CHE Stock Holding History

KFG Wealth 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 		$367K Sell
788
-3
-0.4% -$1.26K 0.04% 159
2026
Q1 		$299K Buy
791
+98
+14% +$42K 0.04% 175
2025
Q4 		$296K Buy
693
+48
+7% +$20.9K 0.04% 174
2025
Q3 		$289K Buy
645
+55
+9% +$24.9K 0.04% 171
2025
Q2 		$287K Buy
590
+65
+12% +$37K 0.05% 166
2025
Q1 		$323K Buy
525
+23
+5% +$13.1K 0.06% 148
2024
Q4 		$266K Buy
502
+65
+15% +$36.6K 0.05% 159
2024
Q3 		$263K Buy
+437
New +$248K 0.06% 155

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

KFG Wealth Management's CHE Position: Q2 2026 in Review

KFG Wealth Management reduced its Chemed (CHE) stake by 0.38% in Q2 2026, selling an estimated $1.26K and leaving 788 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #159.

KFG Wealth Management first reported a position in CHE in Q3 2024 and has held it in 8 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • KFG Wealth Management held 788 shares of Chemed worth $367K as of Q2 2026.
  • KFG Wealth Management sold 3 Chemed shares in Q2 2026, an estimated $1.26K.
  • Chemed made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #159 holding.
  • KFG Wealth Management first reported a position in Chemed in Q3 2024 and has held it in 8 quarters since.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.