Legacy Capital Wealth Partners’s Chemed CHE Stock Holding History

Legacy Capital Wealth Partners’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	-790	Closed	-$338K	–	393
2025 Q4	$338K	Sell	790 -49	-6%	-$21.3K	0.07%	279
2025 Q3	$376K	Sell	839 -33	-4%	-$14.9K	0.08%	262
2025 Q2	$425K	Buy	872 +19	+2%	+$10.8K	0.1%	228
2025 Q1	$525K	Sell	853 -75	-8%	-$42.6K	0.13%	175
2024 Q4	$492K	Sell	928 -1,051	-53%	-$592K	0.12%	184
2024 Q3	$1.19M	Buy	1,979 +925	+88%	+$524K	0.24%	85
2024 Q2	$572K	Buy	+1,054	New	+$604K	0.15%	137
2024 Q1	–	Sell	-1,061	Closed	-$620K	–	157
2023 Q4	$620K	Sell	1,061 -44	-4%	-$24.6K	0.18%	123
2023 Q3	$574K	Buy	+1,105	New	+$574K	0.16%	133
2023 Q2	–	Sell	-1,080	Closed	-$581K	–	76
2023 Q1	$581K	Buy	+1,080	New	+$551K	0.16%	121

Other funds holding CHE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Legacy Capital Wealth Partners's CHE Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of Chemed (CHE) in Q1 2026, closing a stake of 790 shares — an estimated $338K sold.

Legacy Capital Wealth Partners first reported a position in CHE in Q1 2023 and held it in 10 quarters. The position peaked at $1.19M in Q3 2024. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 790 Chemed shares in Q1 2026, an estimated $338K.
Legacy Capital Wealth Partners first reported a position in Chemed in Q1 2023 and held it in 10 quarters.
Legacy Capital Wealth Partners's Chemed position peaked at $1.19M in Q3 2024.
491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.