United Capital Financial Advisors
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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
Q2 		$323K Buy
693
+92
+15% +$38.7K ﹤0.01% 1337
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

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AQR Capital Management
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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 $3.38T AUM 44.17% 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
Epoch Investment Partners
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

United Capital Financial Advisors's CHE Position: Q2 2026 in Review

United Capital Financial Advisors increased its Chemed (CHE) stake by 15% in Q2 2026, buying an estimated $38.7K and bringing the position to 693 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

United Capital Financial Advisors first reported a position in CHE in Q3 2019 and has held it in 4 quarters since. The position peaked at $498K in Q2 2020. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • United Capital Financial Advisors held 693 shares of Chemed worth $323K as of Q2 2026.
  • United Capital Financial Advisors bought 92 Chemed shares in Q2 2026, an estimated $38.7K.
  • Chemed made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1337 holding.
  • United Capital Financial Advisors first reported a position in Chemed in Q3 2019 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Chemed position peaked at $498K in Q2 2020.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.