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Oak Thistle LLC’s Chemed CHE Stock Holding History

Oak Thistle LLC’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 		– Sell
-2,343
Closed -$885K – 497
2026
Q1 		$885K Buy
2,343
+509
+28% +$218K 0.09% 349
2025
Q4 		$785K Sell
1,834
-4,113
-69% -$1.79M 0.11% 367
2025
Q3 		$2.66M Buy
5,947
+3,055
+106% +$1.38M 0.41% 54
2025
Q2 		$1.41M Buy
+2,892
New +$1.65M 0.21% 187
2024
Q3 		– Sell
-931
Closed -$505K – 422
2024
Q2 		$505K Buy
+931
New +$533K 0.37% 106
2023
Q2 		– Sell
-1,348
Closed -$725K – 376
2023
Q1 		$725K Buy
1,348
+896
+198% +$457K 0.43% 53
2022
Q4 		$231K Sell
452
-226
-33% -$110K 0.5% 117
2022
Q3 		$296K Buy
678
+229
+51% +$110K 1.07% 25
2022
Q2 		$211K Buy
+449
New +$219K 0.41% 151
2022
Q1 		– Sell
-555
Closed -$294K – 397
2021
Q4 		$294K Buy
+555
New +$266K 0.23% 208

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

Oak Thistle LLC's CHE Position: Q2 2026 in Review

Oak Thistle LLC sold out of Chemed (CHE) in Q2 2026, closing a stake of 2,343 shares — an estimated $885K sold.

Oak Thistle LLC first reported a position in CHE in Q4 2021 and held it in 10 quarters. The position peaked at $2.66M in Q3 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Oak Thistle LLC reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 2,343 Chemed shares in Q2 2026, an estimated $885K.
  • Oak Thistle LLC first reported a position in Chemed in Q4 2021 and held it in 10 quarters.
  • Oak Thistle LLC's Chemed position peaked at $2.66M in Q3 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.