McAdam LLC
CHE icon

McAdam LLC’s Chemed CHE Stock Holding History

McAdam LLC’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 		$294K Sell
583
-3
-0.5% -$1.55K 0.01% 397
2026
Q2 		$273K Buy
586
+14
+2% +$5.89K 0.01% 397
2026
Q1 		$216K Sell
572
-14
-2% -$6K 0.01% 400
2025
Q4 		$251K Sell
586
-12
-2% -$5.22K 0.01% 358
2025
Q3 		$268K Buy
598
+14
+2% +$6.34K 0.01% 328
2025
Q2 		$284K Hold
584
– – 0.02% 300
2025
Q1 		$359K Sell
584
-27
-4% -$15.3K 0.02% 231
2024
Q4 		$324K Buy
611
+15
+3% +$8.46K 0.02% 265
2024
Q3 		$358K Buy
596
+9
+2% +$5.1K 0.02% 228
2024
Q2 		$318K Sell
587
-12
-2% -$6.87K 0.02% 229
2024
Q1 		$385K Buy
599
+4
+0.7% +$2.43K 0.02% 195
2023
Q4 		$348K Sell
595
-21
-3% -$11.8K 0.03% 196
2023
Q3 		$320K Buy
616
+2
+0.3% +$1.04K 0.03% 192
2023
Q2 		$333K Hold
614
– – 0.03% 192
2023
Q1 		$330K Hold
614
– – 0.03% 190
2022
Q4 		$325K Hold
614
– – 0.03% 137
2022
Q3 		$268K Hold
614
– – 0.03% 181
2022
Q2 		$288K Hold
614
– – 0.03% 175
2022
Q1 		$311K Hold
614
– – 0.03% 156
2021
Q4 		$325K Sell
614
-16
-3% -$7.68K 0.03% 137
2021
Q3 		$293K Sell
630
-36
-5% -$17K 0.03% 140
2021
Q2 		$314K Sell
666
-25
-4% -$12K 0.04% 130
2021
Q1 		$318K Hold
691
– – 0.04% 116
2020
Q4 		$376K Hold
691
– – 0.06% 103
2020
Q3 		$332K Hold
691
– – 0.06% 84
2020
Q2 		$312K Buy
691
+11
+2% +$4.91K 0.07% 84
2020
Q1 		$295K Sell
680
-150
-18% -$67K 0.08% 73
2019
Q4 		$365K Buy
830
+41
+5% +$17.2K 0.09% 54
2019
Q3 		$329K Hold
789
– – 0.09% 56
2019
Q2 		$285K Hold
789
– – 0.09% 58
2019
Q1 		$253K Buy
+789
New +$242K 0.08% 59

Other funds holding CHE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Strong Retirement Solutions
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

McAdam LLC's CHE Position: Q3 2026 in Review

McAdam LLC reduced its Chemed (CHE) stake by 0.51% in Q3 2026, selling an estimated $1.55K and leaving 583 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #397.

McAdam LLC first reported a position in CHE in Q1 2019 and has held it in 31 quarters since. The position peaked at $385K in Q1 2024. 94 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • McAdam LLC held 583 shares of Chemed worth $294K as of Q3 2026.
  • McAdam LLC sold 3 Chemed shares in Q3 2026, an estimated $1.55K.
  • Chemed made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #397 holding.
  • McAdam LLC first reported a position in Chemed in Q1 2019 and has held it in 31 quarters since.
  • McAdam LLC's Chemed position peaked at $385K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.