Second Line Capital’s Chemed CHE Stock Holding History

Second Line Capital’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	$3.52M	Buy	7,556 +395	+6%	+$166K	0.66%	33
2026 Q1	$3.04M	Sell	7,161 -91	-1%	-$39K	0.58%	33
2025 Q4	$3.1M	Buy	7,252 +162	+2%	+$70.5K	0.64%	34
2025 Q3	$3.17M	Buy	7,090 +1,006	+17%	+$456K	0.66%	38
2025 Q2	$2.96M	Buy	6,084 +283	+5%	+$161K	0.69%	34
2025 Q1	$3.57M	Buy	5,801 +448	+8%	+$255K	0.92%	25
2024 Q4	$2.84M	Buy	5,353 +756	+16%	+$426K	0.76%	33
2024 Q3	$2.76M	Buy	4,597 +672	+17%	+$381K	0.75%	30
2024 Q2	$2.13M	Buy	3,925 +277	+8%	+$159K	0.65%	38
2024 Q1	$2.34M	Buy	3,648 +242	+7%	+$147K	0.76%	31
2023 Q4	$1.99M	Buy	+3,406	New	+$1.91M	0.8%	32

Other funds holding CHE

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Second Line Capital's CHE Position: Q2 2026 in Review

Second Line Capital increased its Chemed (CHE) stake by 5.5% in Q2 2026, buying an estimated $166K and bringing the position to 7,556 shares worth $3.52M. The position accounts for 0.66% of the portfolio, ranked #33.

Second Line Capital first reported a position in CHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.57M in Q1 2025. 531 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Second Line Capital held 7,556 shares of Chemed worth $3.52M as of Q2 2026.
Second Line Capital bought 395 Chemed shares in Q2 2026, an estimated $166K.
Chemed made up 0.66% of Second Line Capital's portfolio in Q2 2026, its #33 holding.
Second Line Capital first reported a position in Chemed in Q4 2023 and has held it in 11 quarters since.
Second Line Capital's Chemed position peaked at $3.57M in Q1 2025.
531 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Second Line Capital's 13F filing for Q2 2026, filed 12 Aug 2026.