MWM
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Mission Wealth Management’s Chemed CHE Stock Holding History

Mission 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 		$285K Buy
+613
New +$258K ﹤0.01% 897

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

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

Mission Wealth Management opened a new position in Chemed (CHE) in Q2 2026: 613 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Mission Wealth Management held 613 shares of Chemed worth $285K as of Q2 2026.
  • Chemed was a new Mission Wealth Management position in Q2 2026.
  • Chemed made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #897 holding.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.