Taproot Management’s Chemed CHE Stock Holding History

Taproot Management’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	–	Sell	-1,205	Closed	-$455K	–	32
2026 Q1	$455K	Sell	1,205 -5,183	-81%	-$2.22M	0.09%	165
2025 Q4	$2.73M	Buy	+6,388	New	+$2.78M	0.44%	80

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

Taproot Management's CHE Position: Q2 2026 in Review

Taproot Management sold out of Chemed (CHE) in Q2 2026, closing a stake of 1,205 shares — an estimated $455K sold.

Taproot Management first reported a position in CHE in Q4 2025 and held it in 2 quarters. The position peaked at $2.73M in Q4 2025. 529 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Taproot Management reported no remaining Chemed position as of Q2 2026 after selling out during the quarter.
Taproot Management sold 1,205 Chemed shares in Q2 2026, an estimated $455K.
Taproot Management first reported a position in Chemed in Q4 2025 and held it in 2 quarters.
Taproot Management's Chemed position peaked at $2.73M in Q4 2025.
529 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Taproot Management's 13F filing for Q2 2026.