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Navigoe Wealth Management’s Chemed CHE Stock Holding History

Navigoe 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 		$0 Buy
+1
New +$420 ﹤0.01% 559
2025
Q4 		– Sell
-3
Closed -$1K – 256
2025
Q3 		$1K Buy
+3
New +$1.36K ﹤0.01% 224

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

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

Navigoe Wealth Management opened a new position in Chemed (CHE) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in CHE as recently as Q3 2025.

Navigoe Wealth Management first reported a position in CHE in Q3 2025 and has held it in 2 quarters since. The position peaked at $1K in Q3 2025. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Navigoe Wealth Management held 1 share of Chemed worth $0 as of Q2 2026.
  • Chemed was a new Navigoe Wealth Management position in Q2 2026.
  • Chemed made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #559 holding.
  • Navigoe Wealth Management first reported a position in Chemed in Q3 2025 and has held it in 2 quarters since.
  • Navigoe Wealth Management's Chemed position peaked at $1K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.