Morningstar Investment Management LLC

Position in CHE — Chemed Corp

CIK 1673385 CHICAGO, IL

Position in CHE

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$573,325

+$108,328 QoQ

Shares Held

1,231

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#285

of 528 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Morningstar Investment Management LLC holds $2,551,884 across 4 Medical Care Facilities names. CHE ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EHC	Encompass Health Corp	8,547	$863,930
2	UHS	Universal Health Services Inc	4,421	$657,358
3	CHE	Chemed Corp This page	1,231	$573,325
4	USPH	U S Physical Therapy Inc /Nv	6,658	$457,271

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$573,325	1,231	0.0%	Shares	Sole	2026-07-21
2026-03-31	$464,997	1,231	+42.6%	Shares	Sole	2026-05-14
2025-12-31	$369,243	863	-0.1%	Shares	Sole	2026-02-09
2025-09-30	$386,847	864	—	Shares	Sole	2025-11-17
No filing history on record for this holder in this stock.