Valued Wealth Advisors’s Chemed CHE Stock Holding History

Valued Wealth 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	$1.87K	Hold	4	–	–	﹤0.01%	682
2026 Q1	$1.52K	Hold	4	–	–	﹤0.01%	593
2025 Q4	$1.72K	Hold	4	–	–	﹤0.01%	412
2025 Q3	$1.8K	Hold	4	–	–	﹤0.01%	391
2025 Q2	$1.96K	Hold	4	–	–	﹤0.01%	386
2025 Q1	$2.47K	Hold	4	–	–	﹤0.01%	385
2024 Q4	$2.13K	Hold	4	–	–	﹤0.01%	400
2024 Q3	$2.42K	Hold	4	–	–	﹤0.01%	352
2024 Q2	$2.18K	Hold	4	–	–	﹤0.01%	356
2024 Q1	$2.58K	Hold	4	–	–	﹤0.01%	329
2023 Q4	$2.09K	Buy	+4	New	+$2.24K	﹤0.01%	299

Other funds holding CHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Valued Wealth Advisors's CHE Position: Q2 2026 in Review

Valued Wealth Advisors held its Chemed (CHE) position steady in Q2 2026 at 4 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Valued Wealth Advisors first reported a position in CHE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.58K in Q1 2024. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Valued Wealth Advisors held 4 shares of Chemed worth $1.87K as of Q2 2026.
Valued Wealth Advisors left its Chemed share count unchanged in Q2 2026.
Chemed made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #682 holding.
Valued Wealth Advisors first reported a position in Chemed in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Chemed position peaked at $2.58K in Q1 2024.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.