Principal Financial Group
CHE icon

Principal Financial Group’s Chemed CHE Stock Holding History

Principal Financial Group’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 		$14M Sell
30,135
-1,463
-5% -$615K 0.01% 1223
2026
Q1 		$11.9M Buy
31,598
+1,135
+4% +$486K 0.01% 1239
2025
Q4 		$13M Sell
30,463
-1,901
-6% -$828K 0.01% 1139
2025
Q3 		$14.5M Sell
32,364
-46,767
-59% -$21.2M 0.01% 1051
2025
Q2 		$38.5M Buy
79,131
+7,110
+10% +$4.05M 0.02% 545
2025
Q1 		$44.3M Sell
72,021
-2,637
-4% -$1.5M 0.02% 483
2024
Q4 		$39.6M Buy
74,658
+39,791
+114% +$22.4M 0.02% 539
2024
Q3 		$21M Sell
34,867
-15,547
-31% -$8.81M 0.01% 813
2024
Q2 		$27.4M Sell
50,414
-6,459
-11% -$3.7M 0.02% 694
2024
Q1 		$36.5M Buy
56,873
+1,168
+2% +$710K 0.02% 597
2023
Q4 		$32.6M Sell
55,705
-347
-0.6% -$194K 0.02% 603
2023
Q3 		$29.1M Sell
56,052
-792
-1% -$412K 0.02% 602
2023
Q2 		$30.8M Sell
56,844
-2,008
-3% -$1.1M 0.02% 610
2023
Q1 		$31.6M Buy
58,852
+394
+0.7% +$201K 0.02% 603
2022
Q4 		$29.8M Buy
58,458
+349
+0.6% +$170K 0.02% 597
2022
Q3 		$25.4M Sell
58,109
-961
-2% -$462K 0.02% 627
2022
Q2 		$27.7M Buy
59,070
+4,030
+7% +$1.97M 0.02% 628
2022
Q1 		$27.9M Sell
55,040
-808
-1% -$388K 0.02% 707
2021
Q4 		$29.5M Sell
55,848
-2,174
-4% -$1.04M 0.02% 692
2021
Q3 		$27M Buy
58,022
+1,566
+3% +$738K 0.02% 716
2021
Q2 		$26.8M Buy
56,456
+33
+0.1% +$15.8K 0.02% 744
2021
Q1 		$25.9M Buy
56,423
+8,232
+17% +$4.04M 0.02% 729
2020
Q4 		$25.7M Sell
48,191
-95
-0.2% -$46.7K 0.02% 632
2020
Q3 		$23.2M Sell
48,286
-1,744
-3% -$855K 0.02% 598
2020
Q2 		$22.6M Buy
50,030
+303
+0.6% +$135K 0.02% 592
2020
Q1 		$21.5M Sell
49,727
-20,607
-29% -$9.2M 0.02% 528
2019
Q4 		$30.9M Buy
70,334
+356
+0.5% +$150K 0.03% 564
2019
Q3 		$29.2M Sell
69,978
-1,485
-2% -$606K 0.03% 556
2019
Q2 		$25.8M Buy
71,463
+82
+0.1% +$27.4K 0.02% 618
2019
Q1 		$22.8M Buy
71,381
+251
+0.4% +$77.1K 0.02% 677
2018
Q4 		$20.1M Sell
71,130
-1,927
-3% -$582K 0.02% 697
2018
Q3 		$23.3M Buy
73,057
+1,628
+2% +$519K 0.02% 758
2018
Q2 		$23M Sell
71,429
-61,575
-46% -$19.3M 0.02% 735
2018
Q1 		$36.3M Buy
133,004
+4,689
+4% +$1.24M 0.03% 501
2017
Q4 		$31.2M Sell
128,315
-2,912
-2% -$661K 0.03% 574
2017
Q3 		$26.5M Sell
131,227
-2,005
-2% -$394K 0.03% 621
2017
Q2 		$27.3M Buy
133,232
+995
+0.8% +$198K 0.03% 614
2017
Q1 		$24.2M Buy
132,237
+5,213
+4% +$909K 0.03% 611
2016
Q4 		$20.4M Buy
127,024
+5,236
+4% +$769K 0.03% 676
2016
Q3 		$17.2M Buy
121,788
+1,694
+1% +$236K 0.02% 752
2016
Q2 		$16.4M Sell
120,094
-27
-0% -$3.58K 0.02% 740
2016
Q1 		$16.3M Buy
120,121
+5,350
+5% +$723K 0.02% 691
2015
Q4 		$17.2M Buy
114,771
+5,812
+5% +$859K 0.03% 636
2015
Q3 		$14.5M Buy
108,959
+1,992
+2% +$279K 0.02% 702
2015
Q2 		$14M Sell
106,967
-1,558
-1% -$193K 0.02% 762
2015
Q1 		$13M Buy
108,525
+2,255
+2% +$250K 0.02% 788
2014
Q4 		$11.2M Sell
106,270
-1,444
-1% -$153K 0.02% 880
2014
Q3 		$11.1M Sell
107,714
-2,766
-3% -$280K 0.02% 830
2014
Q2 		$10.4M Sell
110,480
-2,872
-3% -$255K 0.02% 911
2014
Q1 		$10.1M Buy
113,352
+4,504
+4% +$367K 0.02% 912
2013
Q4 		$8.34M Buy
108,848
+836
+0.8% +$61.6K 0.02% 1004
2013
Q3 		$7.72M Sell
108,012
-11,356
-10% -$808K 0.02% 981
2013
Q2 		$8.65M Buy
+119,368
New +$8.76M 0.02% 848

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

Principal Financial Group's CHE Position: Q2 2026 in Review

Principal Financial Group reduced its Chemed (CHE) stake by 4.6% in Q2 2026, selling an estimated $615K and leaving 30,135 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #1223.

Principal Financial Group first reported a position in CHE in Q2 2013 and has held it in 53 quarters since. The position peaked at $44.3M in Q1 2025. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Principal Financial Group held 30,135 shares of Chemed worth $14M as of Q2 2026.
  • Principal Financial Group sold 1,463 Chemed shares in Q2 2026, an estimated $615K.
  • Chemed made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1223 holding.
  • Principal Financial Group first reported a position in Chemed in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Chemed position peaked at $44.3M in Q1 2025.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.