Position in CHE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,967,751
+$1,454,403 QoQ
Shares Held
4,225
+210.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 528 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $59,258,423 across 13 Medical Care Facilities names. CHE ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
125,277 | $20,081,903 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
42,583 | $16,602,685 | |
| 3 | NUTX |
Nutex Health Inc.
|
60,881 | $10,403,954 | |
| 4 | DVA |
Davita Inc.
|
18,572 | $4,131,898 | |
| 5 | UHS |
Universal Health Services Inc
|
15,633 | $2,324,470 | |
| 6 | THC |
Tenet Healthcare Corp
|
12,308 | $2,302,580 | |
| 7 | CHE |
Chemed Corp
This page
|
4,225 | $1,967,751 | |
| 8 | AGL |
agilon health, inc.
|
4,889 | $524,003 |
All Filings in CHE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,751 | 4,225 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $513,348 | 1,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,054 | 727 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||