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Whipplewood Advisors’s Chemed CHE Stock Holding History

Whipplewood 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
Q2 		$2.33K Sell
5
-17
-77% -$7.15K ﹤0.01% 403
2026
Q1 		$8.31K Buy
+22
New +$9.42K ﹤0.01% 523
2025
Q3 		– Sell
-33
Closed -$16.1K – 456
2025
Q2 		$16.1K Sell
33
-18
-35% -$10.3K 0.01% 502
2025
Q1 		$20.3K Buy
51
+18
+55% +$10.2K 0.01% 448
2024
Q4 		$17.5K Buy
+33
New +$18.6K 0.01% 465

Other funds holding CHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CHE Position: Q2 2026 in Review

Whipplewood Advisors reduced its Chemed (CHE) stake by 77% in Q2 2026, selling an estimated $7.15K and leaving 5 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Whipplewood Advisors first reported a position in CHE in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.3K in Q1 2025. 532 funds tracked by Wall St. Rank hold CHE as of Q2 2026.

  • Whipplewood Advisors held 5 shares of Chemed worth $2.33K as of Q2 2026.
  • Whipplewood Advisors sold 17 Chemed shares in Q2 2026, an estimated $7.15K.
  • Chemed made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #403 holding.
  • Whipplewood Advisors first reported a position in Chemed in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Chemed position peaked at $20.3K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held Chemed as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.