Root Financial Partners
CHE icon

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
Q3 		$117K Buy
+232
New +$120K ﹤0.01% 663
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

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Root Financial Partners's CHE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chemed (CHE) in Q3 2026: 232 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CHE as recently as Q1 2026.

Root Financial Partners first reported a position in CHE in Q3 2025 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Root Financial Partners held 232 shares of Chemed worth $117K as of Q3 2026.
  • Chemed was a new Root Financial Partners position in Q3 2026.
  • Chemed made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #663 holding.
  • Root Financial Partners first reported a position in Chemed in Q3 2025 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.