Position in CHE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,539
+$64,341 QoQ
Shares Held
641
+3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#354
of 527 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CHE Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,591,468 across 9 Medical Care Facilities names. CHE ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
6,739 | $681,178 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
1,487 | $579,766 | |
| 3 | DVA |
Davita Inc.
|
2,270 | $505,029 | |
| 4 | ENSG |
Ensign Group, Inc
|
2,571 | $412,131 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
|
5,519 | $379,044 | |
| 6 | CHE |
Chemed Corp
This page
|
641 | $298,539 | |
| 7 | THC |
Tenet Healthcare Corp
|
1,497 | $280,058 | |
| 8 | CMPS |
COMPASS Pathways plc
|
17,180 | $243,097 |
All Filings in CHE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,539 | 641 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $234,198 | 620 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,432 | 597 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $291,031 | 650 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $264,889 | 544 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $356,885 | 580 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $327,416 | 618 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $334,139 | 556 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $301,131 | 555 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $373,603 | 582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $338,570 | 579 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $296,229 | 570 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $301,710 | 557 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $296,300 | 551 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $333,821 | 654 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $268,920 | 616 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $292,429 | 623 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $315,074 | 622 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $314,249 | 594 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $282,327 | 607 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $282,802 | 596 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $270,833 | 589 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $314,239 | 590 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $282,926 | 589 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $345,970 | 767 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $288,078 | 665 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||