UAG
CHE icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return