Krilogy Financial
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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
Q3 		$739K Sell
1,477
-19
-1% -$9.8K 0.02% 518
2026
Q2 		$697K Buy
+1,496
New +$629K 0.02% 516
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

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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

Krilogy Financial's CHE Position: Q3 2026 in Review

Krilogy Financial reduced its Chemed (CHE) stake by 1.3% in Q3 2026, selling an estimated $9.8K and leaving 1,477 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #518.

Krilogy Financial first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Krilogy Financial held 1,477 shares of Chemed worth $739K as of Q3 2026.
  • Krilogy Financial sold 19 Chemed shares in Q3 2026, an estimated $9.8K.
  • Chemed made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #518 holding.
  • Krilogy Financial first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.