Waverly Advisors, LLC

Position in CHE — Chemed Corp

CIK 1568787 BIRMINGHAM, AL

Position in CHE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$546,312

+$275,050 QoQ

Shares Held

1,173

+85.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#292

of 528 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Waverly Advisors, LLC holds $2,049,800 across 5 Medical Care Facilities names. CHE ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THC	Tenet Healthcare Corp	3,857	$721,567
2	CHE	Chemed Corp This page	1,173	$546,312
3	HCA	HCA Healthcare, Inc.	1,196	$466,308
4	EHC	Encompass Health Corp	2,125	$214,795
5	AIRS	Airsculpt Technologies, Inc.	22,404	$100,818

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$546,312	1,173	+85.0%	Shares	Sole	2026-08-14
2025-12-31	$271,262	634	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.