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MBE Wealth Management’s Chemed CHE Stock Holding History

MBE 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 		$315K Sell
675
-12
-2% -$5.04K 0.11% 119
2026
Q1 		$259K Buy
687
+69
+11% +$29.6K 0.11% 121
2025
Q4 		$264K Buy
618
+78
+14% +$34K 0.11% 112
2025
Q3 		$242K Sell
540
-52
-9% -$23.6K 0.1% 118
2025
Q2 		$288K Buy
592
+49
+9% +$27.9K 0.13% 99
2025
Q1 		$334K Buy
+543
New +$309K 0.16% 82

Other funds holding CHE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBE Wealth Management's CHE Position: Q2 2026 in Review

MBE Wealth Management reduced its Chemed (CHE) stake by 1.7% in Q2 2026, selling an estimated $5.04K and leaving 675 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #119.

MBE Wealth Management first reported a position in CHE in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q1 2025. 155 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • MBE Wealth Management held 675 shares of Chemed worth $315K as of Q2 2026.
  • MBE Wealth Management sold 12 Chemed shares in Q2 2026, an estimated $5.04K.
  • Chemed made up 0.11% of MBE Wealth Management's portfolio in Q2 2026, its #119 holding.
  • MBE Wealth Management first reported a position in Chemed in Q1 2025 and has held it in 6 quarters since.
  • MBE Wealth Management's Chemed position peaked at $334K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.