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Savvy Advisors Inc’s Chemed CHE Stock Holding History

Savvy Advisors Inc’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 		$305K Buy
+655
New +$275K 0.01% 988
2026
Q1 		– Sell
-749
Closed -$320K – 1151
2025
Q4 		$320K Buy
+749
New +$326K 0.01% 744

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

Savvy Advisors Inc's CHE Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Chemed (CHE) in Q2 2026: 655 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #988 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in CHE as recently as Q4 2025.

Savvy Advisors Inc first reported a position in CHE in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Savvy Advisors Inc held 655 shares of Chemed worth $305K as of Q2 2026.
  • Chemed was a new Savvy Advisors Inc position in Q2 2026.
  • Chemed made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #988 holding.
  • Savvy Advisors Inc first reported a position in Chemed in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Chemed position peaked at $320K in Q4 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.