Position in CHE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$348,373
+$169,702 QoQ
Shares Held
748
+58.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 528 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Allworth Financial LP holds $3,959,356 across 40 Medical Care Facilities names. CHE ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
6,061 | $1,133,891 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,146 | $446,813 | |
| 3 | DVA |
Davita Inc.
|
1,603 | $356,635 | |
| 4 | CHE |
Chemed Corp
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|
748 | $348,373 | |
| 5 | LFST |
LifeStance Health Group, Inc.
|
26,532 | $284,157 | |
| 6 | MD |
Pediatrix Medical Group, Inc.
|
11,182 | $283,240 | |
| 7 | UHS |
Universal Health Services Inc
|
1,288 | $191,512 | |
| 8 | EHC |
Encompass Health Corp
|
1,239 | $125,238 |
All Filings in CHE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,373 | 748 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||