Mitchell & Pahl Private Wealth
CHE icon

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
Q3 		$884K Buy
1,750
+86
+5% +$44.4K 0.32% 98
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% -$1.7K 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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Mitchell & Pahl Private Wealth's CHE Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Chemed (CHE) stake by 5.2% in Q3 2026, buying an estimated $44.4K and bringing the position to 1,750 shares worth $884K. The position accounts for 0.32% of the portfolio, ranked #98.

Mitchell & Pahl Private Wealth first reported a position in CHE in Q1 2022 and has held it in 19 quarters since. 376 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 1,750 shares of Chemed worth $884K as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 86 Chemed shares in Q3 2026, an estimated $44.4K.
  • Chemed made up 0.32% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #98 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Chemed in Q1 2022 and has held it in 19 quarters since.
  • 376 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.