UFF
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USA Financial Formulas’s Chemed CHE Stock Holding History

USA Financial Formulas’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 		$466 Hold
1
– – ﹤0.01% 388
2026
Q1 		$378 Hold
1
– – ﹤0.01% 416
2025
Q4 		$428 Buy
+1
New +$435 ﹤0.01% 402
2019
Q1 		– Sell
-1,902
Closed -$608K – 157
2018
Q4 		$608K Buy
1,902
+1,024
+117% +$309K 0.15% 105
2018
Q3 		$283K Buy
+878
New +$280K 0.07% 221
2017
Q3 		– Sell
-1,427
Closed -$292K – 261
2017
Q2 		$292K Buy
+1,427
New +$284K 0.07% 214
2017
Q1 		– Sell
-7,240
Closed -$1.16M – 253
2016
Q4 		$1.16M Sell
7,240
-631
-8% -$92.7K 0.29% 74
2016
Q3 		$1.11M Sell
7,871
-5,035
-39% -$701K 0.28% 79
2016
Q2 		$1.76M Buy
+12,906
New +$1.71M 0.48% 63

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

USA Financial Formulas's CHE Position: Q2 2026 in Review

USA Financial Formulas held its Chemed (CHE) position steady in Q2 2026 at 1 share worth $466. The position accounts for ﹤0.01% of the portfolio, ranked #388.

USA Financial Formulas first reported a position in CHE in Q2 2016 and has held it in 9 quarters since. The position peaked at $1.76M in Q2 2016. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • USA Financial Formulas held 1 share of Chemed worth $466 as of Q2 2026.
  • USA Financial Formulas left its Chemed share count unchanged in Q2 2026.
  • Chemed made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #388 holding.
  • USA Financial Formulas first reported a position in Chemed in Q2 2016 and has held it in 9 quarters since.
  • USA Financial Formulas's Chemed position peaked at $1.76M in Q2 2016.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.