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Second Half Financial Partners’s Chemed CHE Stock Holding History

Second Half 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
Q1 		– Sell
-954
Closed -$408K – 104
2025
Q4 		$408K Sell
954
-97
-9% -$42.2K 0.18% 53
2025
Q3 		$471K Buy
1,051
+199
+23% +$90.1K 0.21% 53
2025
Q2 		$415K Sell
852
-16
-2% -$9.12K 0.2% 53
2025
Q1 		$534K Sell
868
-35
-4% -$19.9K 0.26% 45
2024
Q4 		$478K Buy
+903
New +$509K 0.23% 54

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Second Half Financial Partners's CHE Position: Q1 2026 in Review

Second Half Financial Partners sold out of Chemed (CHE) in Q1 2026, closing a stake of 954 shares — an estimated $408K sold.

Second Half Financial Partners first reported a position in CHE in Q4 2024 and held it in 5 quarters. The position peaked at $534K in Q1 2025. 491 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • Second Half Financial Partners reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • Second Half Financial Partners sold 954 Chemed shares in Q1 2026, an estimated $408K.
  • Second Half Financial Partners first reported a position in Chemed in Q4 2024 and held it in 5 quarters.
  • Second Half Financial Partners's Chemed position peaked at $534K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Second Half Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.