WC
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Waterloo Capital’s Chemed CHE Stock Holding History

Waterloo Capital’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 		$2.23M Buy
4,797
+427
+10% +$180K 0.13% 158
2026
Q1 		$1.65M Buy
4,370
+941
+27% +$403K 0.12% 164
2025
Q4 		$1.47M Sell
3,429
-553
-14% -$241K 0.11% 167
2025
Q3 		$1.78M Buy
3,982
+289
+8% +$131K 0.13% 151
2025
Q2 		$1.8M Buy
3,693
+417
+13% +$238K 0.15% 140
2025
Q1 		$2.02M Buy
3,276
+500
+18% +$284K 0.19% 122
2024
Q4 		$1.47M Buy
2,776
+261
+10% +$147K 0.16% 140
2024
Q3 		$1.51M Buy
2,515
+151
+6% +$85.6K 0.17% 135
2024
Q2 		$1.28M Buy
2,364
+64
+3% +$36.7K 0.15% 131
2024
Q1 		$1.48M Buy
2,300
+48
+2% +$29.2K 0.19% 115
2023
Q4 		$1.32M Buy
2,252
+25
+1% +$14K 0.21% 109
2023
Q3 		$1.16M Buy
2,227
+341
+18% +$177K 0.34% 63
2023
Q2 		$1.02M Sell
1,886
-1
-0.1% -$547 0.3% 57
2023
Q1 		$1.01M Buy
+1,887
New +$962K 0.31% 57
2020
Q1 		$268K Buy
+618
New +$276K 0.19% 115

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

Waterloo Capital's CHE Position: Q2 2026 in Review

Waterloo Capital increased its Chemed (CHE) stake by 9.8% in Q2 2026, buying an estimated $180K and bringing the position to 4,797 shares worth $2.23M. The position accounts for 0.13% of the portfolio, ranked #158.

Waterloo Capital first reported a position in CHE in Q1 2020 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Waterloo Capital held 4,797 shares of Chemed worth $2.23M as of Q2 2026.
  • Waterloo Capital bought 427 Chemed shares in Q2 2026, an estimated $180K.
  • Chemed made up 0.13% of Waterloo Capital's portfolio in Q2 2026, its #158 holding.
  • Waterloo Capital first reported a position in Chemed in Q1 2020 and has held it in 15 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.