NBC Securities’s Chemed CHE Stock Holding History

NBC Securities’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	$628K	Buy	1,244 +15	+1%	+$7.75K	0.04%	439
2026 Q2	$572K	Buy	1,229 +274	+29%	+$115K	0.04%	481
2026 Q1	$361K	Buy	955 +8	+0.8%	+$3.43K	0.03%	633
2025 Q4	$405K	Sell	947 -4	-0.4%	-$1.74K	0.03%	577
2025 Q3	$426K	Buy	951 +117	+14%	+$53K	0.03%	556
2025 Q2	$406K	Hold	834	–	–	0.03%	569
2025 Q1	$513K	Buy	+834	New	+$474K	0.04%	445
2024 Q4	–	Sell	-671	Closed	-$403K	–	1395
2024 Q3	$403K	Buy	671 +119	+22%	+$67.5K	0.03%	543
2024 Q2	$299K	Buy	552 +197	+55%	+$113K	0.03%	613
2024 Q1	$227K	Sell	355 -104	-23%	-$63.2K	0.02%	694
2023 Q4	$268K	Sell	459 -9	-2%	-$5.04K	0.03%	629
2023 Q3	$243K	Buy	+468	New	+$243K	0.03%	618

Other funds holding CHE

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

NBC Securities's CHE Position: Q3 2026 in Review

NBC Securities increased its Chemed (CHE) stake by 1.2% in Q3 2026, buying an estimated $7.75K and bringing the position to 1,244 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #439.

NBC Securities first reported a position in CHE in Q3 2023 and has held it in 12 quarters since. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

NBC Securities held 1,244 shares of Chemed worth $628K as of Q3 2026.
NBC Securities bought 15 Chemed shares in Q3 2026, an estimated $7.75K.
Chemed made up 0.04% of NBC Securities's portfolio in Q3 2026, its #439 holding.
NBC Securities first reported a position in Chemed in Q3 2023 and has held it in 12 quarters since.
306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.