Steward Partners Investment Advisory’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $119K | Sell |
314
-46
| -13% | -$19.7K | ﹤0.01% | 2284 |
|
|
2025
Q4 | $154K | Sell |
360
-41
| -10% | -$17.8K | ﹤0.01% | 2066 |
|
|
2025
Q3 | $180K | Buy |
401
+104
| +35% | +$47.1K | ﹤0.01% | 1925 |
|
|
2025
Q2 | $145K | Sell |
297
-6
| -2% | -$3.42K | ﹤0.01% | 1913 |
|
|
2025
Q1 | $186K | Buy |
303
+11
| +4% | +$6.25K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $155K | Sell |
292
-397
| -58% | -$224K | ﹤0.01% | 1757 |
|
|
2024
Q3 | $414K | Buy |
689
+426
| +162% | +$241K | ﹤0.01% | 1188 |
|
|
2024
Q2 | $143K | Hold |
263
| – | – | ﹤0.01% | 1608 |
|
|
2024
Q1 | $169K | Hold |
263
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q4 | $154K | Buy |
263
+4
| +2% | +$2.24K | ﹤0.01% | 1484 |
|
|
2023
Q3 | $135K | Buy |
259
+1
| +0.4% | +$520 | ﹤0.01% | 1437 |
|
|
2023
Q2 | $140K | Hold |
258
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q1 | $139K | Hold |
258
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q4 | $132K | Hold |
258
| – | – | ﹤0.01% | 1434 |
|
|
2022
Q3 | $113K | Sell |
258
-8
| -3% | -$3.85K | ﹤0.01% | 1445 |
|
|
2022
Q2 | $125K | Sell |
266
-29
| -10% | -$14.1K | ﹤0.01% | 1403 |
|
|
2022
Q1 | $149K | Sell |
295
-1,880
| -86% | -$902K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $1.15M | Buy |
2,175
+1,920
| +753% | +$922K | 0.02% | 648 |
|
|
2021
Q3 | $119K | Hold |
255
| – | – | ﹤0.01% | 1478 |
|
|
2021
Q2 | $121K | Hold |
255
| – | – | ﹤0.01% | 1987 |
|
|
2021
Q1 | $117K | Hold |
255
| – | – | ﹤0.01% | 1541 |
|
|
2020
Q4 | $136K | Hold |
255
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q3 | $122K | Hold |
255
| – | – | ﹤0.01% | 1141 |
|
|
2020
Q2 | $115K | Hold |
255
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q1 | $110K | Hold |
255
| – | – | ﹤0.01% | 963 |
|
|
2019
Q4 | $112K | Hold |
255
| – | – | ﹤0.01% | 1090 |
|
|
2019
Q3 | $106K | Hold |
255
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q2 | $92K | Buy |
+255
| New | +$85.2K | ﹤0.01% | 1089 |
|
|
2018
Q4 | – | Sell |
-255
| Closed | -$81K | – | 977 |
|
|
2018
Q3 | $81K | Hold |
255
| – | – | ﹤0.01% | 1002 |
|
|
2018
Q2 | $82K | Hold |
255
| – | – | ﹤0.01% | 913 |
|
|
2018
Q1 | $69K | Hold |
255
| – | – | ﹤0.01% | 882 |
|
|
2017
Q4 | $61K | Hold |
255
| – | – | ﹤0.01% | 769 |
|
|
2017
Q3 | $51K | Hold |
255
| – | – | 0.01% | 688 |
|
|
2017
Q2 | $52K | Hold |
255
| – | – | 0.01% | 616 |
|
|
2017
Q1 | $46K | Buy |
+255
| New | +$44.5K | 0.01% | 564 |
|
Other funds holding CHE
VPM
VCM
Steward Partners Investment Advisory's CHE Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Chemed (CHE) stake by 13% in Q1 2026, selling an estimated $19.7K and leaving 314 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.
Steward Partners Investment Advisory first reported a position in CHE in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q4 2021. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.
- Steward Partners Investment Advisory held 314 shares of Chemed worth $119K as of Q1 2026.
- Steward Partners Investment Advisory sold 46 Chemed shares in Q1 2026, an estimated $19.7K.
- Chemed made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2284 holding.
- Steward Partners Investment Advisory first reported a position in Chemed in Q1 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Chemed position peaked at $1.15M in Q4 2021.
- 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.