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LRI Investments’s Chemed CHE Stock Holding History

LRI Investments’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% 1553
2026
Q1 		– Sell
-36
Closed -$15.5K – 1428
2025
Q4 		$15.5K Sell
36
-86
-70% -$37.4K ﹤0.01% 761
2025
Q3 		$54.7K Sell
122
-47
-28% -$21.3K ﹤0.01% 537
2025
Q2 		$82.3K Buy
169
+19
+13% +$10.8K 0.01% 466
2025
Q1 		$92.6K Sell
150
-103
-41% -$58.5K 0.01% 431
2024
Q4 		$134K Hold
253
– – 0.01% 361
2024
Q3 		$142K Sell
253
-9
-3% -$5.1K 0.01% 345
2024
Q2 		$142K Buy
+262
New +$150K 0.02% 316

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

LRI Investments's CHE Position: Q2 2026 in Review

LRI Investments opened a new position in Chemed (CHE) in Q2 2026: 1 share worth $466. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: LRI Investments previously reported a position in CHE as recently as Q4 2025.

LRI Investments first reported a position in CHE in Q2 2024 and has held it in 8 quarters since. The position peaked at $142K in Q2 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • LRI Investments held 1 share of Chemed worth $466 as of Q2 2026.
  • Chemed was a new LRI Investments position in Q2 2026.
  • Chemed made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1553 holding.
  • LRI Investments first reported a position in Chemed in Q2 2024 and has held it in 8 quarters since.
  • LRI Investments's Chemed position peaked at $142K in Q2 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.