Position in CHE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$214,706
-$570,237 QoQ
Shares Held
461
-77.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#404
of 528 holders
Holding Since
Mar 2021
22 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, 2026NewEdge Wealth, LLC holds $13,274,487 across 6 Medical Care Facilities names. CHE ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
53,135 | $8,517,540 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
6,258 | $2,439,931 | |
| 3 | BKD |
Brookdale Senior Living Inc.
|
85,106 | $1,369,355 | |
| 4 | EHC |
Encompass Health Corp
|
5,113 | $516,822 | |
| 5 | CON |
Concentra Group Holdings Parent, Inc.
|
7,265 | $216,133 | |
| 6 | CHE |
Chemed Corp
This page
|
461 | $214,706 |
All Filings in CHE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,706 | 461 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $784,943 | 2,078 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,805,997 | 4,221 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,536,447 | 5,665 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,913,789 | 5,984 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,759,605 | 6,110 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,093,502 | 5,839 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,522,886 | 5,862 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,007,520 | 5,543 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,553,724 | 5,536 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,905,038 | 4,968 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,486,244 | 4,784 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,384,431 | 4,402 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,304,258 | 4,285 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,188,213 | 4,287 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,711,315 | 3,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,729,232 | 3,684 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,164,558 | 2,299 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,070,247 | 2,023 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $903,728 | 1,943 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $820,410 | 1,729 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $770,198 | 1,675 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||