Summit Trail Advisors’s Chemed CHE Stock Holding History

Summit Trail 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	$1.82M	Sell	3,899 -935	-19%	-$393K	0.02%	668
2026 Q1	$1.83M	Buy	4,834 +1,172	+32%	+$502K	0.03%	597
2025 Q4	$1.57M	Buy	3,662 +536	+17%	+$233K	0.03%	559
2025 Q3	$1.4M	Buy	3,126 +2,243	+254%	+$1.02M	0.02%	638
2025 Q2	$430K	Buy	883 +392	+80%	+$223K	0.01%	787
2025 Q1	$302K	Buy	+491	New	+$279K	0.01%	326
2018 Q4	–	Sell	-487	Closed	-$156K	–	140
2018 Q3	$156K	Buy	487 +58	+14%	+$18.5K	0.03%	208
2018 Q2	$138K	Buy	+429	New	+$134K	0.05%	170
2018 Q1	–	Sell	-550	Closed	-$145K	–	651
2017 Q4	$145K	Buy	+550	New	+$125K	0.02%	521

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

Summit Trail Advisors's CHE Position: Q2 2026 in Review

Summit Trail Advisors reduced its Chemed (CHE) stake by 19% in Q2 2026, selling an estimated $393K and leaving 3,899 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #668.

Summit Trail Advisors first reported a position in CHE in Q4 2017 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2026. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Summit Trail Advisors held 3,899 shares of Chemed worth $1.82M as of Q2 2026.
Summit Trail Advisors sold 935 Chemed shares in Q2 2026, an estimated $393K.
Chemed made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #668 holding.
Summit Trail Advisors first reported a position in Chemed in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Chemed position peaked at $1.83M in Q1 2026.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.