Creative Planning

Position in CHE — Chemed Corp

CIK 1540235 OVERLAND PARK, KS

Position in CHE

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,079,336

-$1,077,323 QoQ

Shares Held

8,152

-16.1% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.8464180569185477.ToString("F0")% Shared 0.ToString("F0")% None 99.15358194308145.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $104,082,890 across 34 Medical Care Facilities names. CHE ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	86,571	$40,968,859
2	ENSG	Ensign Group, Inc	68,759	$13,854,938
3	EHC	Encompass Health Corp	59,903	$5,794,417
4	UHS	Universal Health Services Inc	28,333	$5,070,757
5	THC	Tenet Healthcare Corp	26,093	$4,924,010
6	FMS	Fresenius Medical Care AG	183,818	$4,146,934
7	OPCH	Option Care Health, Inc.	121,521	$3,271,345
8	CHE	Chemed Corp This page	8,152	$3,079,336

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,079,336	8,152	-16.1%	Shares	Sole	2026-05-12
2025-12-31	$4,156,659	9,715	+32.7%	Shares	Sole	2026-02-17
2025-09-30	$3,277,903	7,321	+173.7%	Shares	Sole	2025-11-14
2025-06-30	$1,302,537	2,675	-4.3%	Shares	Sole	2025-08-08
2025-03-31	$1,719,819	2,795	+13.1%	Shares	Sole	2025-05-15
2024-12-31	$1,309,135	2,471	+27.9%	Shares	Defined	2025-02-14
2024-09-30	$1,161,073	1,932	+57.3%	Shares	Defined	2024-10-11
2024-06-30	$666,286	1,228	+2.8%	Shares	Sole	2024-08-15
2024-03-31	$766,464	1,194	-48.4%	Shares	Sole	2024-05-13
2023-12-31	$1,351,941	2,312	+7.6%	Shares	Defined	2024-02-14
2023-09-30	$1,116,834	2,149	-7.6%	Shares	Defined	2023-11-16
2023-06-30	$1,260,465	2,327	+4.1%	Shares	Defined	2023-07-21
2023-03-31	$1,202,409	2,236	+21.8%	Shares	Sole	2023-05-15
2022-12-31	$937,149	1,836	-5.2%	Shares	Sole	2023-02-10
2022-09-30	$845,616	1,937	+64.3%	Shares	Sole	2022-11-03
2022-06-30	$553,410	1,179	+135.8%	Shares	Sole	2022-08-15
2022-03-31	$253,275	500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$264,520	500	0.0%	Shares	Sole	2022-02-11
2021-09-30	$232,560	500	-73.7%	Shares	Sole	2021-11-10
2021-03-31	$873,198	1,899	+43.0%	Shares	Sole	2021-04-30
2020-12-31	$707,306	1,328	+64.8%	Shares	Sole	2021-01-29
2020-09-30	$387,162	806	+0.6%	Shares	Sole	2020-11-05
2020-06-30	$361,307	801	-23.3%	Shares	Sole	2020-07-23
2020-03-31	$452,694	1,045	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.