TWD
CHE icon

True Wealth Design’s Chemed CHE Stock Holding History

True Wealth Design’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 		$85.2K Buy
183
+134
+273% +$56.3K 0.02% 305
2026
Q1 		$18.5K Buy
49
+25
+104% +$10.7K 0.01% 746
2025
Q4 		$10.3K Buy
24
+17
+243% +$7.4K ﹤0.01% 854
2025
Q3 		$3.13K Buy
7
+4
+133% +$1.81K ﹤0.01% 1290
2025
Q2 		$1.46K Hold
3
– – ﹤0.01% 1308
2025
Q1 		$1.85K Buy
+3
New +$1.71K ﹤0.01% 1037
2024
Q4 		– Sell
-11
Closed -$6.61K – 1386
2024
Q3 		$6.61K Buy
11
+10
+1,000% +$5.67K ﹤0.01% 500
2024
Q2 		$543 Hold
1
– – ﹤0.01% 638
2024
Q1 		$642 Hold
1
– – ﹤0.01% 573
2023
Q4 		$585 Hold
1
– – ﹤0.01% 440
2023
Q3 		$520 Hold
1
– – ﹤0.01% 421
2023
Q2 		$542 Sell
1
-1,531
-100% -$837K ﹤0.01% 421
2023
Q1 		$824K Buy
1,532
+41
+3% +$20.9K 0.35% 52
2022
Q4 		$761K Buy
+1,491
New +$726K 0.35% 66

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

True Wealth Design's CHE Position: Q2 2026 in Review

True Wealth Design increased its Chemed (CHE) stake by 273% in Q2 2026, buying an estimated $56.3K and bringing the position to 183 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #305.

True Wealth Design first reported a position in CHE in Q4 2022 and has held it in 14 quarters since. The position peaked at $824K in Q1 2023. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • True Wealth Design held 183 shares of Chemed worth $85.2K as of Q2 2026.
  • True Wealth Design bought 134 Chemed shares in Q2 2026, an estimated $56.3K.
  • Chemed made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #305 holding.
  • True Wealth Design first reported a position in Chemed in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Chemed position peaked at $824K in Q1 2023.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.