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Lord & Richards Wealth Management’s Chemed CHE Stock Holding History

Lord & Richards Wealth 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 		$835K Buy
1,793
+16
+0.9% +$6.73K 0.65% 36
2026
Q1 		$672K Sell
1,777
-41
-2% -$17.6K 0.59% 37
2025
Q4 		$778K Sell
1,818
-1,659
-48% -$722K 0.67% 37
2025
Q3 		$1.56M Buy
3,477
+1,188
+52% +$538K 1.43% 24
2025
Q2 		$1.11M Buy
2,289
+257
+13% +$146K 1.17% 27
2025
Q1 		$1.25M Buy
2,032
+1,060
+109% +$602K 1.42% 21
2024
Q4 		$515K Buy
+972
New +$548K 1.09% 33

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

Lord & Richards Wealth Management's CHE Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Chemed (CHE) stake by 0.9% in Q2 2026, buying an estimated $6.73K and bringing the position to 1,793 shares worth $835K. The position accounts for 0.65% of the portfolio, ranked #36.

Lord & Richards Wealth Management first reported a position in CHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Lord & Richards Wealth Management held 1,793 shares of Chemed worth $835K as of Q2 2026.
  • Lord & Richards Wealth Management bought 16 Chemed shares in Q2 2026, an estimated $6.73K.
  • Chemed made up 0.65% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Lord & Richards Wealth Management first reported a position in Chemed in Q4 2024 and has held it in 7 quarters since.
  • Lord & Richards Wealth Management's Chemed position peaked at $1.56M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.