MPPW
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Mitchell & Pahl Private Wealth’s Chemed CHE Stock Holding History

Mitchell & Pahl Private Wealth’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 		$775K Buy
1,664
+74
+5% +$31.1K 0.28% 111
2026
Q1 		$601K Buy
1,590
+148
+10% +$63.4K 0.24% 119
2025
Q4 		$617K Buy
1,442
+90
+7% +$39.2K 0.26% 119
2025
Q3 		$605K Buy
1,352
+65
+5% +$29.4K 0.25% 119
2025
Q2 		$627K Buy
1,287
+92
+8% +$52.4K 0.28% 117
2025
Q1 		$735K Sell
1,195
-3
-0.3% -$1.71K 0.34% 101
2024
Q4 		$635K Buy
1,198
+114
+11% +$64.3K 0.3% 110
2024
Q3 		$651K Buy
1,084
+48
+5% +$27.2K 0.3% 118
2024
Q2 		$562K Buy
1,036
+13
+1% +$7.45K 0.3% 114
2024
Q1 		$657K Buy
1,023
+85
+9% +$51.6K 0.34% 108
2023
Q4 		$549K Hold
938
– – 0.31% 114
2023
Q3 		$487K Buy
938
+177
+23% +$92K 0.29% 118
2023
Q2 		$412K Buy
761
+48
+7% +$26.2K 0.25% 125
2023
Q1 		$383K Buy
713
+51
+8% +$26K 0.24% 126
2022
Q4 		$338K Buy
662
+44
+7% +$21.4K 0.22% 131
2022
Q3 		$270K Buy
618
+55
+10% +$26.4K 0.2% 139
2022
Q2 		$264K Buy
563
+117
+26% +$57.1K 0.18% 142
2022
Q1 		$226K Buy
+446
New +$214K 0.14% 157

Other funds holding CHE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth's CHE Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Chemed (CHE) stake by 4.7% in Q2 2026, buying an estimated $31.1K and bringing the position to 1,664 shares worth $775K. The position accounts for 0.28% of the portfolio, ranked #111.

Mitchell & Pahl Private Wealth first reported a position in CHE in Q1 2022 and has held it in 18 quarters since. 66 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 1,664 shares of Chemed worth $775K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 74 Chemed shares in Q2 2026, an estimated $31.1K.
  • Chemed made up 0.28% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #111 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Chemed in Q1 2022 and has held it in 18 quarters since.
  • 66 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.