WI
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WBI Investments’s Chemed CHE Stock Holding History

WBI Investments’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
-1,351
Closed -$578K – 305
2025
Q4 		$578K Sell
1,351
-3,930
-74% -$1.71M 0.15% 185
2025
Q3 		$2.36M Buy
+5,281
New +$2.39M 0.6% 35
2021
Q1 		– Sell
-1,490
Closed -$794K – 187
2020
Q4 		$794K Sell
1,490
-143
-9% -$70.3K 0.12% 105
2020
Q3 		$784K Buy
+1,633
New +$801K 0.12% 76
2019
Q3 		– Sell
-1,279
Closed -$462K – 219
2019
Q2 		$462K Buy
+1,279
New +$427K 0.04% 197
2018
Q1 		– Sell
-3,488
Closed -$848K – 206
2017
Q4 		$848K Buy
+3,488
New +$792K 0.04% 212
2016
Q3 		– Sell
-2,633
Closed -$359K – 273
2016
Q2 		$359K Buy
+2,633
New +$349K 0.01% 151

Other funds holding CHE

BlackRock
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WBI Investments's CHE Position: Q1 2026 in Review

WBI Investments sold out of Chemed (CHE) in Q1 2026, closing a stake of 1,351 shares — an estimated $578K sold.

WBI Investments first reported a position in CHE in Q2 2016 and held it in 7 quarters. The position peaked at $2.36M in Q3 2025. 489 funds tracked by Wall St. Rank hold CHE as of Q1 2026.

  • WBI Investments reported no remaining Chemed position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 1,351 Chemed shares in Q1 2026, an estimated $578K.
  • WBI Investments first reported a position in Chemed in Q2 2016 and held it in 7 quarters.
  • WBI Investments's Chemed position peaked at $2.36M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Chemed as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.