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Vest Financial’s Chemed CHE Stock Holding History

Vest Financial’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 		$5.8M Sell
12,455
-2,583
-17% -$1.09M 0.06% 235
2026
Q1 		$5.68M Buy
15,038
+3,304
+28% +$1.42M 0.07% 224
2025
Q4 		$5.02M Buy
11,734
+2,032
+21% +$885K 0.06% 219
2025
Q3 		$4.34M Buy
9,702
+2,383
+33% +$1.08M 0.06% 213
2025
Q2 		$3.56M Buy
7,319
+2,981
+69% +$1.7M 0.05% 217
2025
Q1 		$2.67M Buy
+4,338
New +$2.47M 0.04% 206

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

Vest Financial's CHE Position: Q2 2026 in Review

Vest Financial reduced its Chemed (CHE) stake by 17% in Q2 2026, selling an estimated $1.09M and leaving 12,455 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #235.

Vest Financial first reported a position in CHE in Q1 2025 and has held it in 6 quarters since. 530 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Vest Financial held 12,455 shares of Chemed worth $5.8M as of Q2 2026.
  • Vest Financial sold 2,583 Chemed shares in Q2 2026, an estimated $1.09M.
  • Chemed made up 0.06% of Vest Financial's portfolio in Q2 2026, its #235 holding.
  • Vest Financial first reported a position in Chemed in Q1 2025 and has held it in 6 quarters since.
  • 530 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.