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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
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

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

Pinnacle Wealth Planning Services's CHE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Chemed (CHE) stake by 73% in Q2 2026, selling an estimated $11.4K and leaving 10 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Pinnacle Wealth Planning Services first reported a position in CHE in Q4 2020 and has held it in 4 quarters since. The position peaked at $156K in Q4 2020. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 10 shares of Chemed worth $4.66K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 27 Chemed shares in Q2 2026, an estimated $11.4K.
  • Chemed made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2314 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chemed in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Chemed position peaked at $156K in Q4 2020.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.