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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's CHE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Chemed (CHE) stake by 60% in Q1 2026, selling an estimated $23.6K and leaving 37 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1870.

Pinnacle Wealth Planning Services first reported a position in CHE in Q4 2020 and has held it in 3 quarters since. The position peaked at $156K in Q4 2020. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 37 shares of Chemed worth $14K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 55 Chemed shares in Q1 2026, an estimated $23.6K.
  • Chemed made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1870 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chemed in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Chemed position peaked at $156K in Q4 2020.
  • 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.