Pathstone Holdings
CHE icon

Pathstone Holdings’s Chemed CHE Stock Holding History

Pathstone Holdings’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 		$2.42M Buy
5,201
+1,279
+33% +$538K 0.01% 999
2026
Q1 		$1.48M Buy
3,922
+1,222
+45% +$523K 0.01% 1203
2025
Q4 		$1.16M Sell
2,700
-1,019
-27% -$444K ﹤0.01% 1323
2025
Q3 		$1.67M Sell
3,719
-601
-14% -$272K 0.01% 1138
2025
Q2 		$2.1M Buy
4,320
+460
+12% +$262K 0.01% 965
2025
Q1 		$2.37M Buy
3,860
+49
+1% +$27.9K 0.01% 883
2024
Q4 		$2.02M Buy
3,811
+117
+3% +$66K 0.01% 969
2024
Q3 		$2.22M Buy
3,694
+210
+6% +$119K 0.01% 910
2024
Q2 		$1.89M Sell
3,484
-30
-0.9% -$17.2K 0.01% 950
2024
Q1 		$2.26M Buy
3,514
+97
+3% +$58.9K 0.01% 846
2023
Q4 		$2M Buy
+3,417
New +$1.91M 0.01% 740

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

Pathstone Holdings's CHE Position: Q2 2026 in Review

Pathstone Holdings increased its Chemed (CHE) stake by 33% in Q2 2026, buying an estimated $538K and bringing the position to 5,201 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #999.

Pathstone Holdings first reported a position in CHE in Q4 2023 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Pathstone Holdings held 5,201 shares of Chemed worth $2.42M as of Q2 2026.
  • Pathstone Holdings bought 1,279 Chemed shares in Q2 2026, an estimated $538K.
  • Chemed made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #999 holding.
  • Pathstone Holdings first reported a position in Chemed in Q4 2023 and has held it in 11 quarters since.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.