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
Q3 		$785K Buy
1,554
+102
+7% +$52.7K 0.07% 263
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

United Advisor Group's CHE Position: Q3 2026 in Review

United Advisor Group increased its Chemed (CHE) stake by 7% in Q3 2026, buying an estimated $52.7K and bringing the position to 1,554 shares worth $785K. The position accounts for 0.07% of the portfolio, ranked #263.

United Advisor Group first reported a position in CHE in Q2 2024 and has held it in 10 quarters since. 376 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • United Advisor Group held 1,554 shares of Chemed worth $785K as of Q3 2026.
  • United Advisor Group bought 102 Chemed shares in Q3 2026, an estimated $52.7K.
  • Chemed made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #263 holding.
  • United Advisor Group first reported a position in Chemed in Q2 2024 and has held it in 10 quarters since.
  • 376 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.