Position in CHE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$563,079
+$97,568 QoQ
Shares Held
1,209
+11.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 528 holders
Holding Since
Jun 2023
5 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, 2026Sequoia Financial Advisors, LLC holds $7,339,091 across 13 Medical Care Facilities names. CHE ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
4,593 | $1,790,764 | |
| 2 | UHS |
Universal Health Services Inc
|
7,026 | $1,044,695 | |
| 3 | FMS |
Fresenius Medical Care AG
|
39,527 | $893,705 | |
| 4 | DVA |
Davita Inc.
|
2,791 | $620,941 | |
| 5 | EHC |
Encompass Health Corp
|
5,961 | $602,537 | |
| 6 | CHE |
Chemed Corp
This page
|
1,209 | $563,079 | |
| 7 | ENSG |
Ensign Group, Inc
|
2,956 | $473,846 | |
| 8 | THC |
Tenet Healthcare Corp
|
2,312 | $432,528 |
All Filings in CHE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $563,079 | 1,209 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $465,511 | 1,088 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $421,771 | 942 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $342,311 | 703 | Shares | Sole | 2025-07-25 | |
| 2023-06-30 | $339,627 | 627 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||