MBE Wealth Management
CHE icon

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
Q3 		$319K Sell
631
-44
-7% -$22.7K 0.11% 124
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

MBE Wealth Management's CHE Position: Q3 2026 in Review

MBE Wealth Management reduced its Chemed (CHE) stake by 6.5% in Q3 2026, selling an estimated $22.7K and leaving 631 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #124.

MBE Wealth Management first reported a position in CHE in Q1 2025 and has held it in 7 quarters since. The position peaked at $334K in Q1 2025. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • MBE Wealth Management held 631 shares of Chemed worth $319K as of Q3 2026.
  • MBE Wealth Management sold 44 Chemed shares in Q3 2026, an estimated $22.7K.
  • Chemed made up 0.11% of MBE Wealth Management's portfolio in Q3 2026, its #124 holding.
  • MBE Wealth Management first reported a position in Chemed in Q1 2025 and has held it in 7 quarters since.
  • MBE Wealth Management's Chemed position peaked at $334K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.