Welch Group
CHE icon

Welch Group’s Chemed CHE Stock Holding History

Welch Group’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
Q3 		$355K Buy
702
+42
+6% +$21.7K 0.01% 232
2026
Q2 		$307K Hold
660
– – 0.01% 245
2026
Q1 		$249K Hold
660
– – 0.01% 259
2025
Q4 		$282K Hold
660
– – 0.01% 249
2025
Q3 		$296K Hold
660
– – 0.01% 229
2025
Q2 		$321K Hold
660
– – 0.01% 204
2025
Q1 		$400K Hold
660
– – 0.02% 170
2024
Q4 		$348K Hold
660
– – 0.02% 186
2024
Q3 		$397K Hold
660
– – 0.02% 170
2024
Q2 		$358K Buy
660
+325
+97% +$186K 0.02% 172
2024
Q1 		$215K Buy
+335
New +$204K 0.01% 209

Other funds holding CHE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Welch Group's CHE Position: Q3 2026 in Review

Welch Group increased its Chemed (CHE) stake by 6.4% in Q3 2026, buying an estimated $21.7K and bringing the position to 702 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #232.

Welch Group first reported a position in CHE in Q1 2024 and has held it in 11 quarters since. The position peaked at $400K in Q1 2025. 253 funds tracked by Wall St. Rank hold CHE as of Q3 2026.

  • Welch Group held 702 shares of Chemed worth $355K as of Q3 2026.
  • Welch Group bought 42 Chemed shares in Q3 2026, an estimated $21.7K.
  • Chemed made up 0.01% of Welch Group's portfolio in Q3 2026, its #232 holding.
  • Welch Group first reported a position in Chemed in Q1 2024 and has held it in 11 quarters since.
  • Welch Group's Chemed position peaked at $400K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Chemed as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.