Leavell Investment Management’s Chemed CHE Stock Holding History

Leavell 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 Q2	$931K	Sell	2,000 -10	-0.5%	-$4.2K	0.03%	338
2026 Q1	$759K	Buy	2,010 +10	+0.5%	+$4.28K	0.03%	341
2025 Q4	$856K	Hold	2,000	–	–	0.04%	320
2025 Q3	$895K	Hold	2,000	–	–	0.04%	316
2025 Q2	$974K	Hold	2,000	–	–	0.04%	304
2025 Q1	$1.23M	Hold	2,000	–	–	0.06%	259
2024 Q4	$1.06M	Sell	2,000 -500	-20%	-$282K	0.05%	272
2024 Q3	$1.5M	Sell	2,500 -8	-0.3%	-$4.54K	0.07%	233
2024 Q2	$1.36M	Buy	2,508 +8	+0.3%	+$4.58K	0.08%	227
2024 Q1	$1.6M	Hold	2,500	–	–	0.09%	204
2023 Q4	$1.46M	Hold	2,500	–	–	0.09%	206
2023 Q3	$1.3M	Hold	2,500	–	–	0.09%	207
2023 Q2	$1.35M	Hold	2,500	–	–	0.09%	204
2023 Q1	$1.34M	Hold	2,500	–	–	0.1%	201
2022 Q4	$1.28M	Hold	2,500	–	–	0.1%	201
2022 Q3	$1.09M	Hold	2,500	–	–	0.09%	211
2022 Q2	$1.17M	Hold	2,500	–	–	0.09%	203
2022 Q1	$1.27M	Hold	2,500	–	–	0.09%	207
2021 Q4	$1.32M	Sell	2,500 -500	-17%	-$240K	0.09%	206
2021 Q3	$1.4M	Hold	3,000	–	–	0.1%	180
2021 Q2	$1.38M	Hold	3,000	–	–	0.11%	172
2021 Q1	$1.38M	Hold	3,000	–	–	0.11%	172
2020 Q4	$1.6M	Hold	3,000	–	–	0.14%	151
2020 Q3	$1.44M	Hold	3,000	–	–	0.13%	152
2020 Q2	$1.35M	Hold	3,000	–	–	0.13%	146
2020 Q1	$1.3M	Hold	3,000	–	–	0.15%	135
2019 Q4	$1.32M	Hold	3,000	–	–	0.12%	157
2019 Q3	$1.25M	Hold	3,000	–	–	0.13%	157
2019 Q2	$1.08M	Hold	3,000	–	–	0.11%	178
2019 Q1	$960K	Hold	3,000	–	–	0.11%	181
2018 Q4	$850K	Hold	3,000	–	–	0.11%	185
2018 Q3	$959K	Hold	3,000	–	–	0.1%	186
2018 Q2	$965K	Hold	3,000	–	–	0.11%	182
2018 Q1	$819K	Hold	3,000	–	–	0.1%	198
2017 Q4	$729K	Hold	3,000	–	–	0.09%	217
2017 Q3	$606K	Hold	3,000	–	–	0.07%	227
2017 Q2	$614K	Hold	3,000	–	–	0.08%	216
2017 Q1	$548K	Hold	3,000	–	–	0.07%	230
2016 Q4	$481K	Hold	3,000	–	–	0.07%	246
2016 Q3	$423K	Hold	3,000	–	–	0.06%	259
2016 Q2	$409K	Hold	3,000	–	–	0.06%	268
2016 Q1	$406K	Hold	3,000	–	–	0.06%	259
2015 Q4	$449K	Hold	3,000	–	–	0.07%	239
2015 Q3	$400K	Hold	3,000	–	–	0.06%	257
2015 Q2	$393K	Buy	3,000 +500	+20%	+$61.9K	0.06%	277
2015 Q1	$298K	Hold	2,500	–	–	0.05%	326
2014 Q4	$264K	Buy	2,500 +500	+25%	+$52.8K	0.04%	341
2014 Q3	$206K	Buy	+2,000	New	+$203K	0.03%	382

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Leavell Investment Management's CHE Position: Q2 2026 in Review

Leavell Investment Management reduced its Chemed (CHE) stake by 0.5% in Q2 2026, selling an estimated $4.2K and leaving 2,000 shares worth $931K. The position accounts for 0.03% of the portfolio, ranked #338.

Leavell Investment Management first reported a position in CHE in Q3 2014 and has held it in 48 quarters since. The position peaked at $1.6M in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Leavell Investment Management held 2,000 shares of Chemed worth $931K as of Q2 2026.
Leavell Investment Management sold 10 Chemed shares in Q2 2026, an estimated $4.2K.
Chemed made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #338 holding.
Leavell Investment Management first reported a position in Chemed in Q3 2014 and has held it in 48 quarters since.
Leavell Investment Management's Chemed position peaked at $1.6M in Q1 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.