Krilogy Financial’s Chemed CHE Stock Holding History

Krilogy Financial’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	–	Sell	-499	Closed	-$224K	–	995
2025 Q4	$224K	Sell	499 -353	-41%	-$154K	0.01%	834
2025 Q3	$374K	Buy	+852	New	+$386K	0.01%	611

Other funds holding CHE

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Krilogy Financial's CHE Position: Q1 2026 in Review

Krilogy Financial sold out of Chemed (CHE) in Q1 2026, closing a stake of 499 shares — an estimated $224K sold.

Krilogy Financial first reported a position in CHE in Q3 2025 and held it in 2 quarters. The position peaked at $374K in Q3 2025. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Krilogy Financial reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 499 Chemed shares in Q1 2026, an estimated $224K.
Krilogy Financial first reported a position in Chemed in Q3 2025 and held it in 2 quarters.
Krilogy Financial's Chemed position peaked at $374K in Q3 2025.
488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.