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Larson Financial Group’s Chemed CHE Stock Holding History

Larson Financial Group’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 		$466 Buy
+1
New +$420 ﹤0.01% 3498
2026
Q1 		– Sell
-10
Closed -$4.28K – 3661
2025
Q4 		$4.28K Buy
10
+6
+150% +$2.61K ﹤0.01% 2519
2025
Q3 		$1.79K Sell
4
-83
-95% -$37.6K ﹤0.01% 2752
2025
Q2 		$42.4K Buy
87
+86
+8,600% +$49K ﹤0.01% 1139
2025
Q1 		$635 Sell
1
-15
-94% -$8.53K ﹤0.01% 2513
2024
Q4 		$8.5K Hold
16
– – ﹤0.01% 1541
2024
Q3 		$9.64K Sell
16
-180
-92% -$102K ﹤0.01% 1492
2024
Q2 		$106K Sell
196
-156
-44% -$89.4K 0.01% 634
2024
Q1 		$226K Buy
352
+195
+124% +$118K 0.02% 377
2023
Q4 		$91.8K Buy
157
+73
+87% +$40.8K 0.01% 501
2023
Q3 		$43.7K Buy
+84
New +$43.7K ﹤0.01% 648

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

Larson Financial Group's CHE Position: Q2 2026 in Review

Larson Financial Group opened a new position in Chemed (CHE) in Q2 2026: 1 share worth $466. The stake represents ﹤0.01% of the portfolio and ranks #3498 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in CHE as recently as Q4 2025.

Larson Financial Group first reported a position in CHE in Q3 2023 and has held it in 11 quarters since. The position peaked at $226K in Q1 2024. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Larson Financial Group held 1 share of Chemed worth $466 as of Q2 2026.
  • Chemed was a new Larson Financial Group position in Q2 2026.
  • Chemed made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3498 holding.
  • Larson Financial Group first reported a position in Chemed in Q3 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Chemed position peaked at $226K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.