Pinnacle Wealth Planning Services
CHE icon

Pinnacle Wealth Planning Services’s Chemed CHE Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.05K Hold
10
– – ﹤0.01% 2294
2026
Q2 		$4.66K Sell
10
-27
-73% -$11.4K ﹤0.01% 2314
2026
Q1 		$14K Sell
37
-55
-60% -$23.6K ﹤0.01% 1870
2025
Q4 		$39.4K Buy
+92
New +$40K ﹤0.01% 1372
2021
Q1 		– Sell
-292
Closed -$156K – 644
2020
Q4 		$156K Buy
+292
New +$143K 0.04% 334

Other funds holding CHE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Chemed (CHE) position steady in Q3 2026 at 10 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Pinnacle Wealth Planning Services first reported a position in CHE in Q4 2020 and has held it in 5 quarters since. The position peaked at $156K in Q4 2020. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Chemed worth $5.05K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Chemed share count unchanged in Q3 2026.
  • Chemed made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2294 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chemed in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Chemed position peaked at $156K in Q4 2020.
  • 306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.