UAG
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United Advisor Group’s Chemed CHE Stock Holding History

United Advisor 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 		$676K Buy
1,452
+182
+14% +$76.5K 0.07% 269
2026
Q1 		$480K Buy
1,270
+131
+12% +$56.1K 0.06% 298
2025
Q4 		$487K Buy
1,139
+73
+7% +$31.8K 0.06% 286
2025
Q3 		$477K Buy
1,066
+156
+17% +$70.6K 0.06% 274
2025
Q2 		$443K Buy
910
+59
+7% +$33.6K 0.08% 242
2025
Q1 		$524K Buy
851
+44
+5% +$25K 0.11% 181
2024
Q4 		$428K Buy
807
+162
+25% +$91.3K 0.08% 224
2024
Q3 		$388K Buy
645
+110
+21% +$62.4K 0.09% 229
2024
Q2 		$290K Buy
+535
New +$306K 0.09% 200

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

United Advisor Group's CHE Position: Q2 2026 in Review

United Advisor Group increased its Chemed (CHE) stake by 14% in Q2 2026, buying an estimated $76.5K and bringing the position to 1,452 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #269.

United Advisor Group first reported a position in CHE in Q2 2024 and has held it in 9 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • United Advisor Group held 1,452 shares of Chemed worth $676K as of Q2 2026.
  • United Advisor Group bought 182 Chemed shares in Q2 2026, an estimated $76.5K.
  • Chemed made up 0.07% of United Advisor Group's portfolio in Q2 2026, its #269 holding.
  • United Advisor Group first reported a position in Chemed in Q2 2024 and has held it in 9 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.