Position in CHE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$299,936
+$41,185 QoQ
Shares Held
644
-6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 527 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. CHE ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
This page
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
|
10,833 | $227,168 |
All Filings in CHE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,936 | 644 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $258,751 | 685 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $450,964 | 1,054 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $579,446 | 1,190 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $737,153 | 1,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $696,687 | 1,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $813,713 | 1,354 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $721,088 | 1,329 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $936,575 | 1,459 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,103,423 | 1,887 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $951,051 | 1,830 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $989,089 | 15,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $649,975 | 7,352 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $965,223 | 1,891 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||