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Trust Point Inc’s Chemed CHE Stock Holding History

Trust Point Inc’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 		$985K Sell
2,114
-129
-6% -$54.2K 0.08% 123
2026
Q1 		$847K Sell
2,243
-14
-0.6% -$6K 0.07% 147
2025
Q4 		$966K Sell
2,257
-95
-4% -$41.4K 0.08% 125
2025
Q3 		$1.05M Sell
2,352
-213
-8% -$96.5K 0.09% 114
2025
Q2 		$1.25M Sell
2,565
-106
-4% -$60.4K 0.12% 91
2025
Q1 		$1.64M Sell
2,671
-916
-26% -$521K 0.15% 72
2024
Q4 		$1.9M Sell
3,587
-701
-16% -$395K 0.13% 76
2024
Q3 		$2.58M Sell
4,288
-25
-0.6% -$14.2K 0.19% 51
2024
Q2 		$2.34M Buy
4,313
+22
+0.5% +$12.6K 0.19% 55
2024
Q1 		$2.75M Buy
4,291
+315
+8% +$191K 0.22% 50
2023
Q4 		$2.32M Buy
+3,976
New +$2.22M 0.19% 56

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

Trust Point Inc's CHE Position: Q2 2026 in Review

Trust Point Inc reduced its Chemed (CHE) stake by 5.8% in Q2 2026, selling an estimated $54.2K and leaving 2,114 shares worth $985K. The position accounts for 0.08% of the portfolio, ranked #123.

Trust Point Inc first reported a position in CHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q1 2024. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Trust Point Inc held 2,114 shares of Chemed worth $985K as of Q2 2026.
  • Trust Point Inc sold 129 Chemed shares in Q2 2026, an estimated $54.2K.
  • Chemed made up 0.08% of Trust Point Inc's portfolio in Q2 2026, its #123 holding.
  • Trust Point Inc first reported a position in Chemed in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Chemed position peaked at $2.75M in Q1 2024.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.