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Mount Yale Investment Advisors’s Chemed CHE Stock Holding History

Mount Yale Investment Advisors’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
Q1 		– Sell
-1,377
Closed -$589K – 1100
2025
Q4 		$589K Buy
1,377
+528
+62% +$230K 0.03% 421
2025
Q3 		$380K Buy
+849
New +$384K 0.03% 466
2018
Q4 		– Sell
-219
Closed -$71K – 397
2018
Q3 		$71K Sell
219
-24
-10% -$7.65K 0.01% 537
2018
Q2 		$78K Hold
243
– – 0.01% 535
2018
Q1 		$66K Buy
+243
New +$64.4K 0.01% 564

Other funds holding CHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mount Yale Investment Advisors's CHE Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Chemed (CHE) in Q1 2026, closing a stake of 1,377 shares — an estimated $589K sold.

Mount Yale Investment Advisors first reported a position in CHE in Q1 2018 and held it in 5 quarters. The position peaked at $589K in Q4 2025. 490 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,377 Chemed shares in Q1 2026, an estimated $589K.
  • Mount Yale Investment Advisors first reported a position in Chemed in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Chemed position peaked at $589K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.