MIM
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Morningstar Investment Management’s Chemed CHE Stock Holding History

Morningstar Investment 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 		$465K Hold
1,231
– – 0.03% 269
2026
Q1 		$465K Buy
1,231
+368
+43% +$158K 0.03% 267
2025
Q4 		$369K Sell
863
-1
-0.1% -$435 0.02% 297
2025
Q3 		$387K Buy
+864
New +$391K 0.01% 446

Other funds holding CHE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's CHE Position: Q2 2026 in Review

Morningstar Investment Management held its Chemed (CHE) position steady in Q2 2026 at 1,231 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #269.

Morningstar Investment Management first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Morningstar Investment Management held 1,231 shares of Chemed worth $465K as of Q2 2026.
  • Morningstar Investment Management left its Chemed share count unchanged in Q2 2026.
  • Chemed made up 0.03% of Morningstar Investment Management's portfolio in Q2 2026, its #269 holding.
  • Morningstar Investment Management first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.