Waverly Advisors’s Chemed CHE Stock Holding History

Waverly 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	$546K	Buy	+1,173	New	+$493K	﹤0.01%	1137
2026 Q1	–	Sell	-634	Closed	-$271K	–	1629
2025 Q4	$271K	Buy	+634	New	+$276K	﹤0.01%	1258
2014 Q3	–	Sell	-220	Closed	-$21K	–	761
2014 Q2	$21K	Sell	220 -125	-36%	-$11.1K	0.01%	322
2014 Q1	$31K	Buy	+345	New	+$28.1K	0.01%	261

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

Waverly Advisors's CHE Position: Q2 2026 in Review

Waverly Advisors opened a new position in Chemed (CHE) in Q2 2026: 1,173 shares worth $546K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in CHE as recently as Q4 2025.

Waverly Advisors first reported a position in CHE in Q1 2014 and has held it in 4 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

Waverly Advisors held 1,173 shares of Chemed worth $546K as of Q2 2026.
Chemed was a new Waverly Advisors position in Q2 2026.
Chemed made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1137 holding.
Waverly Advisors first reported a position in Chemed in Q1 2014 and has held it in 4 quarters since.
532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.