PCS
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Personal CFO Solutions’s Chemed CHE Stock Holding History

Personal CFO Solutions’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 		$299K Buy
641
+21
+3% +$8.83K 0.04% 404
2026
Q1 		$234K Buy
620
+23
+4% +$9.85K 0.03% 460
2025
Q4 		$256K Sell
597
-53
-8% -$23.1K 0.04% 424
2025
Q3 		$291K Buy
650
+106
+19% +$48K 0.05% 355
2025
Q2 		$265K Sell
544
-36
-6% -$20.5K 0.05% 370
2025
Q1 		$357K Sell
580
-38
-6% -$21.6K 0.07% 272
2024
Q4 		$328K Buy
618
+62
+11% +$35K 0.06% 293
2024
Q3 		$334K Buy
556
+1
+0.2% +$567 0.05% 376
2024
Q2 		$301K Sell
555
-27
-5% -$15.5K 0.05% 382
2024
Q1 		$374K Buy
582
+3
+0.5% +$1.82K 0.06% 334
2023
Q4 		$339K Buy
579
+9
+2% +$5.04K 0.06% 337
2023
Q3 		$296K Buy
570
+13
+2% +$6.76K 0.06% 322
2023
Q2 		$302K Buy
557
+6
+1% +$3.28K 0.06% 328
2023
Q1 		$296K Sell
551
-103
-16% -$52.5K 0.06% 312
2022
Q4 		$334K Buy
654
+38
+6% +$18.5K 0.07% 272
2022
Q3 		$269K Sell
616
-7
-1% -$3.37K 0.07% 275
2022
Q2 		$292K Buy
623
+1
+0.2% +$488 0.07% 270
2022
Q1 		$315K Buy
622
+28
+5% +$13.4K 0.06% 304
2021
Q4 		$314K Sell
594
-13
-2% -$6.24K 0.06% 308
2021
Q3 		$282K Buy
607
+11
+2% +$5.19K 0.06% 303
2021
Q2 		$283K Buy
596
+7
+1% +$3.36K 0.06% 305
2021
Q1 		$271K Sell
589
-1
-0.2% -$490 0.06% 291
2020
Q4 		$314K Buy
590
+1
+0.2% +$491 0.08% 235
2020
Q3 		$0 Sell
589
-178
-23% -$87.3K ﹤0.01% 171
2020
Q2 		$346K Buy
767
+102
+15% +$45.5K 0.1% 187
2020
Q1 		$288K Buy
665
+15
+2% +$6.7K 0.1% 179
2019
Q4 		$286K Buy
650
+167
+35% +$70.3K 0.08% 221
2019
Q3 		$201K Buy
+483
New +$197K 0.08% 264

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

Personal CFO Solutions's CHE Position: Q2 2026 in Review

Personal CFO Solutions increased its Chemed (CHE) stake by 3.4% in Q2 2026, buying an estimated $8.83K and bringing the position to 641 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #404.

Personal CFO Solutions first reported a position in CHE in Q3 2019 and has held it in 28 quarters since. The position peaked at $374K in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Personal CFO Solutions held 641 shares of Chemed worth $299K as of Q2 2026.
  • Personal CFO Solutions bought 21 Chemed shares in Q2 2026, an estimated $8.83K.
  • Chemed made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #404 holding.
  • Personal CFO Solutions first reported a position in Chemed in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Chemed position peaked at $374K in Q1 2024.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.