MPWT
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MassMutual Private Wealth & Trust’s Chemed CHE Stock Holding History

MassMutual Private Wealth & Trust’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 		$37.7K Buy
81
+32
+65% +$13.5K ﹤0.01% 883
2026
Q1 		$18.5K Buy
49
+5
+11% +$2.14K ﹤0.01% 1115
2025
Q4 		$18.8K Buy
44
+9
+26% +$3.92K ﹤0.01% 1143
2025
Q3 		$15.7K Buy
35
+2
+6% +$906 ﹤0.01% 1220
2025
Q2 		$16.1K Sell
33
-7
-18% -$3.99K ﹤0.01% 1190
2025
Q1 		$24.6K Buy
40
+4
+11% +$2.27K ﹤0.01% 950
2024
Q4 		$19.1K Sell
36
-2
-5% -$1.13K ﹤0.01% 1024
2024
Q3 		$22.8K Buy
38
+7
+23% +$3.97K ﹤0.01% 869
2024
Q2 		$16.8K Buy
31
+5
+19% +$2.86K ﹤0.01% 904
2024
Q1 		$16.7K Hold
26
– – ﹤0.01% 879
2023
Q4 		$15.2K Hold
26
– – ﹤0.01% 880
2023
Q3 		$13.5K Sell
26
-2
-7% -$1.04K ﹤0.01% 907
2023
Q2 		$15.2K Hold
28
– – ﹤0.01% 836
2023
Q1 		$15.1K Buy
28
+2
+8% +$1.02K ﹤0.01% 810
2022
Q4 		$13K Hold
26
– – ﹤0.01% 732
2022
Q3 		$11K Buy
26
+12
+86% +$5.77K ﹤0.01% 714
2022
Q2 		$7K Buy
14
+4
+40% +$1.95K ﹤0.01% 790
2022
Q1 		$5K Buy
10
+1
+11% +$480 ﹤0.01% 911
2021
Q4 		$5K Buy
+9
New +$4.32K ﹤0.01% 888
2021
Q2 		– Sell
-2
Closed -$1K – 1223
2021
Q1 		$1K Buy
+2
New +$980 ﹤0.01% 944

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

MassMutual Private Wealth & Trust's CHE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Chemed (CHE) stake by 65% in Q2 2026, buying an estimated $13.5K and bringing the position to 81 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

MassMutual Private Wealth & Trust first reported a position in CHE in Q1 2021 and has held it in 20 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 81 shares of Chemed worth $37.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 32 Chemed shares in Q2 2026, an estimated $13.5K.
  • Chemed made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #883 holding.
  • MassMutual Private Wealth & Trust first reported a position in Chemed in Q1 2021 and has held it in 20 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.