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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Waverly Advisors's CHE Position: Q1 2026 in Review

Waverly Advisors sold out of Chemed (CHE) in Q1 2026, closing a stake of 634 shares — an estimated $271K sold.

Waverly Advisors first reported a position in CHE in Q1 2014 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 488 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

Waverly Advisors reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 634 Chemed shares in Q1 2026, an estimated $271K.
Waverly Advisors first reported a position in Chemed in Q1 2014 and held it in 3 quarters.
Waverly Advisors's Chemed position peaked at $271K in Q4 2025.
488 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.