Wealth Enhancement Advisory Services
CHE icon

Wealth Enhancement Advisory Services’s Chemed CHE Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.25M Buy
11,499
+7,648
+199% +$3.22M 0.01% 977
2026
Q1 		$1.47M Sell
3,851
-792
-17% -$339K ﹤0.01% 1559
2025
Q4 		$2.05M Buy
4,643
+354
+8% +$154K ﹤0.01% 1507
2025
Q3 		$1.87M Buy
4,289
+1,900
+80% +$860K ﹤0.01% 1480
2025
Q2 		$1.13M Buy
2,389
+893
+60% +$509K ﹤0.01% 1675
2025
Q1 		$921K Buy
1,496
+114
+8% +$64.8K ﹤0.01% 1640
2024
Q4 		$732K Buy
1,382
+207
+18% +$117K ﹤0.01% 1728
2024
Q3 		$706K Buy
1,175
+75
+7% +$42.5K ﹤0.01% 1599
2024
Q2 		$597K Sell
1,100
-64
-5% -$36.7K ﹤0.01% 1541
2024
Q1 		$747K Buy
1,164
+87
+8% +$52.9K ﹤0.01% 1363
2023
Q4 		$630K Buy
1,077
+34
+3% +$19K ﹤0.01% 1382
2023
Q3 		$542K Buy
+1,043
New +$542K ﹤0.01% 1382

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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

Wealth Enhancement Advisory Services's CHE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Chemed (CHE) stake by 199% in Q2 2026, buying an estimated $3.22M and bringing the position to 11,499 shares worth $5.25M. The position accounts for 0.01% of the portfolio, ranked #977.

Wealth Enhancement Advisory Services first reported a position in CHE in Q3 2023 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,499 shares of Chemed worth $5.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,648 Chemed shares in Q2 2026, an estimated $3.22M.
  • Chemed made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #977 holding.
  • Wealth Enhancement Advisory Services first reported a position in Chemed in Q3 2023 and has held it in 12 quarters since.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.