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United Capital Financial Advisors’s Chemed CHE Stock Holding History

United Capital Financial Advisors’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 		$227K Buy
+601
New +$257K ﹤0.01% 1500
2020
Q3 		– Sell
-1,104
Closed -$498K – 1166
2020
Q2 		$498K Buy
+1,104
New +$493K ﹤0.01% 869
2019
Q4 		– Sell
-14
Closed -$6K – 1380
2019
Q3 		$6K Buy
+14
New +$5.71K ﹤0.01% 1303

Other funds holding CHE

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

United Capital Financial Advisors's CHE Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Chemed (CHE) in Q1 2026: 601 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in CHE as recently as Q2 2020.

United Capital Financial Advisors first reported a position in CHE in Q3 2019 and has held it in 3 quarters since. The position peaked at $498K in Q2 2020. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • United Capital Financial Advisors held 601 shares of Chemed worth $227K as of Q1 2026.
  • Chemed was a new United Capital Financial Advisors position in Q1 2026.
  • Chemed made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1500 holding.
  • United Capital Financial Advisors first reported a position in Chemed in Q3 2019 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Chemed position peaked at $498K in Q2 2020.
  • 488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.