Back to CHE
Creative Planning CHE Position History
Chemed Corporation • Healthcare
Quarters held
8
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q3 2025 | $3.3M |
| Q4 2025 | $4.2M |
| Q1 2026 | $3.1M |
| Q2 2026 | $70K |
| Q2 2026 | $11.9M |
| Q3 2026 | $82K |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 27.0K | — | — |
| Q3 2026 | $82K | 163 | — | — |
| Q2 2026 | $11.9M | 25.6K | — | — |
| Q2 2026 | $70K | 151 | — | — |
| Q1 2026 | $3.1M | 8.2K | — | — |
| Q4 2025 | $4.2M | 9.7K | — | — |
| Q3 2025 | $3.3M | 7.3K | — | — |
| Q3 2025 | $23K | 51 | — | — |
Other funds holding CHE
$994.9M
$768.7M
$641.1M
$583.8M
$539.5M
$487.7M
$443.2M
$439.7M