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LVW Advisors’s Chemed CHE Stock Holding History

LVW Advisors’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
-634
Closed -$271K – 441
2025
Q4 		$271K Sell
634
-156
-20% -$67.9K 0.03% 288
2025
Q3 		$354K Sell
790
-107
-12% -$48.5K 0.04% 254
2025
Q2 		$437K Sell
897
-77
-8% -$43.9K 0.05% 204
2025
Q1 		$599K Buy
974
+4
+0.4% +$2.27K 0.07% 156
2024
Q4 		$514K Sell
970
-70
-7% -$39.5K 0.06% 184
2024
Q3 		$625K Buy
1,040
+104
+11% +$59K 0.08% 161
2024
Q2 		$508K Buy
936
+75
+9% +$43K 0.07% 171
2024
Q1 		$553K Sell
861
-25
-3% -$15.2K 0.09% 154
2023
Q4 		$518K Sell
886
-30
-3% -$16.8K 0.1% 150
2023
Q3 		$476K Sell
916
-75
-8% -$39K 0.1% 135
2023
Q2 		$537K Sell
991
-9
-0.9% -$4.92K 0.1% 122
2023
Q1 		$538K Sell
1,000
-37
-4% -$18.9K 0.11% 135
2022
Q4 		$529K Sell
1,037
-94
-8% -$45.8K 0.11% 142
2022
Q3 		$494K Sell
1,131
-12
-1% -$5.77K 0.11% 131
2022
Q2 		$537K Buy
1,143
+86
+8% +$42K 0.11% 127
2022
Q1 		$535K Sell
1,057
-79
-7% -$37.9K 0.09% 140
2021
Q4 		$601K Sell
1,136
-5
-0.4% -$2.4K 0.1% 135
2021
Q3 		$531K Buy
1,141
+18
+2% +$8.49K 0.09% 152
2021
Q2 		$533K Sell
1,123
-50
-4% -$24K 0.09% 139
2021
Q1 		$539K Buy
1,173
+367
+46% +$180K 0.1% 140
2020
Q4 		$429K Buy
806
+30
+4% +$14.7K 0.09% 130
2020
Q3 		$373K Buy
+776
New +$381K 0.08% 130

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

LVW Advisors's CHE Position: Q1 2026 in Review

LVW Advisors sold out of Chemed (CHE) in Q1 2026, closing a stake of 634 shares — an estimated $271K sold.

LVW Advisors first reported a position in CHE in Q3 2020 and held it in 22 quarters. The position peaked at $625K in Q3 2024. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • LVW Advisors reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • LVW Advisors sold 634 Chemed shares in Q1 2026, an estimated $271K.
  • LVW Advisors first reported a position in Chemed in Q3 2020 and held it in 22 quarters.
  • LVW Advisors's Chemed position peaked at $625K in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on LVW Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.