Position in CHE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$973,862
+$955,353 QoQ
Shares Held
2,091
+4167.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 527 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $8,322,372 across 18 Medical Care Facilities names. CHE ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
9,918 | $3,866,929 | |
| 2 | CHE |
Chemed Corp
This page
|
2,091 | $973,862 | |
| 3 | THC |
Tenet Healthcare Corp
|
5,106 | $955,230 | |
| 4 | ENSG |
Ensign Group, Inc
|
5,270 | $844,781 | |
| 5 | EHC |
Encompass Health Corp
|
7,156 | $723,328 | |
| 6 | UHS |
Universal Health Services Inc
|
2,676 | $397,894 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
5,045 | $205,836 | |
| 8 | INNV |
InnovAge Holding Corp.
|
11,985 | $142,022 |
All Filings in CHE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,862 | 2,091 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,509 | 49 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $20,965 | 49 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $40,296 | 90 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $66,709 | 137 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $84,298 | 137 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $72,582 | 137 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $82,332 | 137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,768 | 112 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $47,502 | 74 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $340,909 | 583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,354 | 18 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,750 | 18 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,679 | 18 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,354 | 34 | Shares | Sole | 2023-02-14 | |
| 2020-09-30 | $530,786 | 1,105 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $505,649 | 1,121 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||