SageView Advisory Group’s Chemed CHE Stock Holding History

SageView Advisory 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 Q1	–	Sell	-207	Closed	-$88.6K	–	916
2025 Q4	$88.6K	Buy	+207	New	+$90.1K	﹤0.01%	863

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SageView Advisory Group's CHE Position: Q1 2026 in Review

SageView Advisory Group sold out of Chemed (CHE) in Q1 2026, closing a stake of 207 shares — an estimated $88.6K sold.

SageView Advisory Group first reported a position in CHE in Q4 2025 and held it in 1 quarter. The position peaked at $88.6K in Q4 2025. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

SageView Advisory Group reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 207 Chemed shares in Q1 2026, an estimated $88.6K.
SageView Advisory Group first reported a position in Chemed in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Chemed position peaked at $88.6K in Q4 2025.
491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.