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Retirement Wealth Solutions’s Chemed CHE Stock Holding History

Retirement Wealth 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 		$9.83K Hold
21
– – 0.01% 230
2026
Q1 		$7.97K Hold
21
– – 0.01% 235
2025
Q4 		$9.03K Hold
21
– – 0.01% 234
2025
Q3 		$9.48K Sell
21
-9
-30% -$4.08K 0.01% 234
2025
Q2 		$14.7K Hold
30
– – 0.01% 188
2025
Q1 		$18.6K Hold
30
– – 0.02% 142
2024
Q4 		$15.7K Buy
+30
New +$16.9K 0.01% 172

Other funds holding CHE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Retirement Wealth Solutions's CHE Position: Q2 2026 in Review

Retirement Wealth Solutions held its Chemed (CHE) position steady in Q2 2026 at 21 shares worth $9.83K. The position accounts for 0.01% of the portfolio, ranked #230.

Retirement Wealth Solutions first reported a position in CHE in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q1 2025. 54 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Retirement Wealth Solutions held 21 shares of Chemed worth $9.83K as of Q2 2026.
  • Retirement Wealth Solutions left its Chemed share count unchanged in Q2 2026.
  • Chemed made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #230 holding.
  • Retirement Wealth Solutions first reported a position in Chemed in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Chemed position peaked at $18.6K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.