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TFO Wealth Partners’s Chemed CHE Stock Holding History

TFO Wealth Partners’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 		$517K Sell
1,109
-1,100
-50% -$462K 0.06% 51
2026
Q1 		$834K Buy
+2,209
New +$946K 0.11% 41

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

TFO Wealth Partners's CHE Position: Q2 2026 in Review

TFO Wealth Partners reduced its Chemed (CHE) stake by 50% in Q2 2026, selling an estimated $462K and leaving 1,109 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #51.

TFO Wealth Partners first reported a position in CHE in Q1 2026 and has held it in 2 quarters since. The position peaked at $834K in Q1 2026. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • TFO Wealth Partners held 1,109 shares of Chemed worth $517K as of Q2 2026.
  • TFO Wealth Partners sold 1,100 Chemed shares in Q2 2026, an estimated $462K.
  • Chemed made up 0.06% of TFO Wealth Partners's portfolio in Q2 2026, its #51 holding.
  • TFO Wealth Partners first reported a position in Chemed in Q1 2026 and has held it in 2 quarters since.
  • TFO Wealth Partners's Chemed position peaked at $834K in Q1 2026.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.