Position in CHE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$214,240
+$95,630 QoQ
Shares Held
460
+46.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 527 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $3,853,095 across 24 Medical Care Facilities names. CHE ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,597 | $1,012,544 | |
| 2 | FMS |
Fresenius Medical Care AG
|
20,853 | $471,486 | |
| 3 | ASTH |
Astrana Health, Inc.
|
9,896 | $459,273 | |
| 4 | DVA |
Davita Inc.
|
1,964 | $436,950 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,942 | $363,309 | |
| 6 | UHS |
Universal Health Services Inc
|
2,334 | $347,042 | |
| 7 | EHC |
Encompass Health Corp
|
2,825 | $285,551 | |
| 8 | CHE |
Chemed Corp
This page
|
460 | $214,240 |
All Filings in CHE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,240 | 460 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $118,610 | 314 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $154,029 | 360 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $179,543 | 401 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $144,618 | 297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $186,441 | 303 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $154,701 | 292 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $414,068 | 689 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $142,698 | 263 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $168,827 | 263 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $153,789 | 263 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $134,602 | 259 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $139,750 | 258 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $138,739 | 258 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $131,690 | 258 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $112,632 | 258 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $124,857 | 266 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $149,432 | 295 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,150,662 | 2,175 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $118,605 | 255 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $120,997 | 255 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $117,254 | 255 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $135,815 | 255 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $122,489 | 255 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $115,022 | 255 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $110,466 | 255 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||