Position in CHE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$178,671
+$9,239 QoQ
Shares Held
473
+19.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 30.021141649048626.ToString("F0")%
Shared 0.ToString("F0")%
None 69.97885835095138.ToString("F0")%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Allworth Financial LP holds $4,916,571 across 40 Medical Care Facilities names. CHE ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
13,078 | $2,467,949 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,433 | $678,152 | |
| 3 | UHS |
Universal Health Services Inc
|
2,264 | $405,188 | |
| 4 | MD |
Pediatrix Medical Group, Inc.
|
11,068 | $236,744 | |
| 5 | CHE |
Chemed Corp
This page
|
473 | $178,671 | |
| 6 | DVA |
Davita Inc.
|
1,076 | $165,370 | |
| 7 | LFST |
LifeStance Health Group, Inc.
|
24,643 | $156,975 | |
| 8 | ENSG |
Ensign Group, Inc
|
541 | $109,011 |
All Filings in CHE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,671 | 473 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $169,432 | 396 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $133,874 | 299 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $91,542 | 188 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $95,989 | 156 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $79,999 | 151 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,206 | 7 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,883 | 9 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $1,169 | 2 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,118 | 6 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,625 | 3 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,613 | 3 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||