SBK Financial’s Chemed CHE Stock Holding History

SBK Financial’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	-6	Closed	-$2.27K	–	253
2026 Q1	$2.27K	Buy	+6	New	+$2.57K	﹤0.01%	305

Other funds holding CHE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return

SBK Financial's CHE Position: Q2 2026 in Review

SBK Financial sold out of Chemed (CHE) in Q2 2026, closing a stake of 6 shares — an estimated $2.27K sold.

SBK Financial first reported a position in CHE in Q1 2026 and held it in 1 quarter. The position peaked at $2.27K in Q1 2026. 534 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

SBK Financial reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 6 Chemed shares in Q2 2026, an estimated $2.27K.
SBK Financial first reported a position in Chemed in Q1 2026 and held it in 1 quarter.
SBK Financial's Chemed position peaked at $2.27K in Q1 2026.
534 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.