Sequoia Financial Advisors’s Chemed CHE Stock Holding History

Sequoia Financial Advisors’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	$563K	Buy	+1,209	New	+$508K	﹤0.01%	1270
2026 Q1	–	Sell	-1,088	Closed	-$466K	–	1958
2025 Q4	$466K	Buy	1,088 +146	+15%	+$63.6K	﹤0.01%	1318
2025 Q3	$422K	Buy	942 +239	+34%	+$108K	﹤0.01%	1212
2025 Q2	$342K	Buy	+703	New	+$401K	﹤0.01%	1192
2023 Q3	–	Sell	-627	Closed	-$340K	–	973
2023 Q2	$340K	Buy	+627	New	+$343K	0.01%	655
2015 Q1	–	Sell	-1,947	Closed	-$206K	–	182
2014 Q4	$206K	Hold	1,947	–	–	0.14%	149
2014 Q3	$200K	Sell	1,947 -830	-30%	-$84.1K	0.14%	157
2014 Q2	$260K	Buy	2,777 +130	+5%	+$11.5K	0.2%	121
2014 Q1	$237K	Buy	+2,647	New	+$216K	0.2%	132

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

Sequoia Financial Advisors's CHE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Chemed (CHE) in Q2 2026: 1,209 shares worth $563K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in CHE as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in CHE in Q1 2014 and has held it in 9 quarters since. 531 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Sequoia Financial Advisors held 1,209 shares of Chemed worth $563K as of Q2 2026.
Chemed was a new Sequoia Financial Advisors position in Q2 2026.
Chemed made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1270 holding.
Sequoia Financial Advisors first reported a position in Chemed in Q1 2014 and has held it in 9 quarters since.
531 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.