SMA Capital’s Chemed CHE Stock Holding History

SMA 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	$27.5K	Buy	59 +6	+11%	+$2.52K	0.01%	85
2026 Q1	$20K	Buy	+53	New	+$22.7K	0.01%	61

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

SMA Capital's CHE Position: Q2 2026 in Review

SMA Capital increased its Chemed (CHE) stake by 11% in Q2 2026, buying an estimated $2.52K and bringing the position to 59 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #85.

SMA Capital first reported a position in CHE in Q1 2026 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

SMA Capital held 59 shares of Chemed worth $27.5K as of Q2 2026.
SMA Capital bought 6 Chemed shares in Q2 2026, an estimated $2.52K.
Chemed made up 0.01% of SMA Capital's portfolio in Q2 2026, its #85 holding.
SMA Capital first reported a position in Chemed in Q1 2026 and has held it in 2 quarters since.
530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.