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Sunburst Financial Group’s Chemed CHE Stock Holding History

Sunburst Financial Group’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 		$378K Buy
812
+87
+12% +$36.6K 0.06% 95
2026
Q1 		$274K Buy
725
+139
+24% +$59.5K 0.05% 106
2025
Q4 		$251K Sell
586
-197
-25% -$85.8K 0.05% 109
2025
Q3 		$351K Buy
783
+112
+17% +$50.7K 0.07% 91
2025
Q2 		$327K Buy
671
+213
+47% +$121K 0.07% 90
2025
Q1 		$282K Buy
+458
New +$260K 0.07% 93

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
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

Sunburst Financial Group's CHE Position: Q2 2026 in Review

Sunburst Financial Group increased its Chemed (CHE) stake by 12% in Q2 2026, buying an estimated $36.6K and bringing the position to 812 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #95.

Sunburst Financial Group first reported a position in CHE in Q1 2025 and has held it in 6 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Sunburst Financial Group held 812 shares of Chemed worth $378K as of Q2 2026.
  • Sunburst Financial Group bought 87 Chemed shares in Q2 2026, an estimated $36.6K.
  • Chemed made up 0.06% of Sunburst Financial Group's portfolio in Q2 2026, its #95 holding.
  • Sunburst Financial Group first reported a position in Chemed in Q1 2025 and has held it in 6 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.