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
2021 Q3	–	Sell	-5,817	Closed	-$2.75M	–	294
2021 Q2	$2.75M	Buy	5,817 +3,102	+114%	+$1.49M	0.04%	133
2021 Q1	$1.26M	Buy	2,715 +63	+2%	+$30.9K	0.02%	167
2020 Q4	$1.4M	Sell	2,652 -3,975	-60%	-$1.95M	0.03%	134
2020 Q3	$3.21M	Sell	6,627 -808	-11%	-$396K	0.08%	87
2020 Q2	$3.52M	Buy	+7,435	New	+$3.32M	0.1%	77
2019 Q4	–	Sell	-2,516	Closed	-$1.05M	–	211
2019 Q3	$1.05M	Buy	+2,516	New	+$1.03M	0.04%	155
2019 Q1	–	Sell	-3,006	Closed	-$854K	–	185
2018 Q4	$854K	Buy	+3,006	New	+$907K	0.05%	140

Other funds holding CHE

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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. 200 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.
200 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.