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Root Financial Partners’s Chemed CHE Stock Holding History

Root Financial Partners’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 		– Sell
-23
Closed -$8.69K – 920
2026
Q1 		$8.69K Sell
23
-22
-49% -$9.42K ﹤0.01% 1741
2025
Q4 		$19.3K Buy
45
+5
+13% +$2.18K ﹤0.01% 1207
2025
Q3 		$17.9K Buy
+40
New +$18.1K ﹤0.01% 1170

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

Root Financial Partners's CHE Position: Q2 2026 in Review

Root Financial Partners sold out of Chemed (CHE) in Q2 2026, closing a stake of 23 shares — an estimated $8.69K sold.

Root Financial Partners first reported a position in CHE in Q3 2025 and held it in 3 quarters. The position peaked at $19.3K in Q4 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Root Financial Partners reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 Chemed shares in Q2 2026, an estimated $8.69K.
  • Root Financial Partners first reported a position in Chemed in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chemed position peaked at $19.3K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.