Position in CHE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,355,544
+$3,900,868 QoQ
Shares Held
11,499
+198.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 96 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $48,694,450 across 28 Medical Care Facilities names. CHE ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
30,926 | $12,057,738 | |
| 2 | AGL |
agilon health, inc.
|
108,160 | $11,592,588 | |
| 3 | CHE |
Chemed Corp
This page
|
11,499 | $5,355,544 | |
| 4 | THC |
Tenet Healthcare Corp
|
24,746 | $4,629,481 | |
| 5 | DVA |
Davita Inc.
|
10,760 | $2,393,884 | |
| 6 | ENSG |
Ensign Group, Inc
|
12,857 | $2,060,977 | |
| 7 | UHS |
Universal Health Services Inc
|
12,510 | $1,860,111 | |
| 8 | EHC |
Encompass Health Corp
|
13,649 | $1,379,640 |
All Filings in CHE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,355,544 | 11,499 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,454,676 | 3,851 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,986,553 | 4,643 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,920,356 | 4,289 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,163,275 | 2,389 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $920,518 | 1,496 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $732,183 | 1,382 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $706,139 | 1,175 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $596,838 | 1,100 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $747,206 | 1,164 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $629,775 | 1,077 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $542,047 | 1,043 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $2,760,166 | 5,817 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,248,411 | 2,715 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,412,481 | 2,652 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,183,279 | 6,627 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,353,705 | 7,435 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||