NW
CHE icon

NewEdge Wealth’s Chemed CHE Stock Holding History

NewEdge 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
Q2 		$215K Sell
461
-1,617
-78% -$680K ﹤0.01% 1162
2026
Q1 		$785K Sell
2,078
-2,143
-51% -$918K 0.01% 688
2025
Q4 		$1.81M Sell
4,221
-1,444
-25% -$629K 0.02% 475
2025
Q3 		$2.49M Sell
5,665
-319
-5% -$144K 0.04% 337
2025
Q2 		$2.6M Sell
5,984
-126
-2% -$71.8K 0.04% 325
2025
Q1 		$3.76M Buy
6,110
+271
+5% +$154K 0.07% 231
2024
Q4 		$3.09M Sell
5,839
-23
-0.4% -$13K 0.05% 267
2024
Q3 		$3.52M Buy
5,862
+319
+6% +$181K 0.06% 262
2024
Q2 		$3.01M Buy
5,543
+7
+0.1% +$4.01K 0.07% 248
2024
Q1 		$3.1M Buy
5,536
+568
+11% +$345K 0.07% 240
2023
Q4 		$2.91M Buy
4,968
+184
+4% +$103K 0.07% 231
2023
Q3 		$2.49M Buy
4,784
+382
+9% +$199K 0.08% 215
2023
Q2 		$2.38M Buy
4,402
+117
+3% +$64K 0.08% 218
2023
Q1 		$2.3M Sell
4,285
-2
-0% -$1.02K 0.09% 199
2022
Q4 		$2.19M Buy
4,287
+367
+9% +$179K 0.09% 199
2022
Q3 		$1.71M Buy
3,920
+236
+6% +$113K 0.08% 209
2022
Q2 		$1.73M Buy
3,684
+1,385
+60% +$676K 0.08% 207
2022
Q1 		$1.17M Buy
2,299
+276
+14% +$132K 0.05% 209
2021
Q4 		$1.07M Buy
2,023
+80
+4% +$38.4K 0.04% 230
2021
Q3 		$904K Buy
1,943
+214
+12% +$101K 0.05% 185
2021
Q2 		$821K Buy
1,729
+54
+3% +$25.9K 0.06% 188
2021
Q1 		$770K Buy
+1,675
New +$821K 0.08% 183

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

NewEdge Wealth's CHE Position: Q2 2026 in Review

NewEdge Wealth reduced its Chemed (CHE) stake by 78% in Q2 2026, selling an estimated $680K and leaving 461 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

NewEdge Wealth first reported a position in CHE in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.76M in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • NewEdge Wealth held 461 shares of Chemed worth $215K as of Q2 2026.
  • NewEdge Wealth sold 1,617 Chemed shares in Q2 2026, an estimated $680K.
  • Chemed made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1162 holding.
  • NewEdge Wealth first reported a position in Chemed in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Chemed position peaked at $3.76M in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.